Graduate Financial Services Assistant

About the role

We are looking for a recent graduate eager to start a career in financial services. You will join a respected employer in Leeds, gaining hands‑on experience across finance, wealth management and related areas while working towards professional qualifications.

Key responsibilities

• Support experienced financial professionals with day‑to‑day client work.
• Build and maintain strong relationships with clients and colleagues.
• Assist with financial research, reporting and data analysis.
• Prepare documentation and ensure records are accurate and compliant.
• Liaise with clients regarding queries and administrative requests.
• Support investment, financial planning or accounting processes depending on the role.
• Learn industry regulations and maintain high standards of compliance.
• Contribute to team projects and business initiatives.
• Continuously develop knowledge of financial services and the wider market.

Required profile

• Recent graduate (within the last three years) with a degree in Finance, Accounting, Economics, Business, Mathematics or a related discipline.
• Some previous work experience through internships, placements, part‑time employment or summer work.
• Strong communication and interpersonal skills.
• Excellent organisational skills and attention to detail.
• Proactive attitude with a willingness to learn and develop professionally.
• Good analytical and problem‑solving abilities.
• A genuine interest in building a career within financial services.

Required skills

• Microsoft Excel

What we offer

• Competitive entry‑level salary.
• Comprehensive training, mentoring and clear progression opportunities.
• Support towards professional qualifications where applicable.
• Exposure to a variety of financial disciplines and clients.
• Collaborative and supportive working environment.
• Excellent long‑term career prospects within a growing industry.