Graduate Case Handler - 'Big Four' Financial Services firm (Stockport)

  • Stockport
  • Contract
  • Per Day £100

One of the 'Big Four' Financial Services firms is seeking well-organised Graduates to provide support on a review project, investigating cases relating to financial products sold to customers.

This is a fantastic opportunity to enhance knowledge of financial regulation and business conduct, with an established Financial Services firm with full training.

The environment is supportive and fast-paced, with a friendly team.

Responsibilities:

  • Manage individual case load.
  • Assemble cases; collate documentation using in-house systems.
  • Undertake security checks and due diligence.
  • Log and allocate cases for review.
  • Liaise with customers, through verbal and written correspondence.
  • Draft response letters.
  • Produce reports.
  • Liaise with the investigations team and senior managers
  • Work to tight deadlines.

Requirements:

  • Undergraduate Degree appreciated

  • Proficient with MS office, particularly Word and Excel
  • Excellent written and verbal communication
  • Previous customer service or office experience
  • Previous paralegal/case work or Financial Services experience is desirable
  • Experience of working to deadlines
  • Proactive
  • Team player

This is a full-time contract until the end of December 2019 (scope to extend), based in Stockport.

This contract is paid at £100 per day -£90/day, with a back-dated retention bonus of £10/day. Opportunity for overtime is also available.

If you would like to be considered for this opportunity, please send your CV without delay to Diana Duggan Associates.