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Posted 4 months ago

A fantastic trainee opportunity to kick-start your career at one of the world’s leading independently owned family offices within their treasury/broking department. Joining an international business, with a presence in multiple jurisdictions, you will be supported in your training and studies.

In this role, you will be comprehensively trained to deliver a full, professional broking support service to the Head of Broking and the wider treasury department, including the company’s account opening, and cash management functions.

If you are an ambitious and enthusiastic graduate looking to start your career within this field, this is the perfect opportunity for you!

Responsibilities will include:

  • Undertaking deposit placements with banks 

  • Generating reports 

  • Assisting with new account openings

  • Supporting the team with the placement of trades across different asset classes via email and phone 

  • Building and maintaining strong working relationships with clients 

Experience and skills required:

  • Willing to study towards a relevant professional qualification, such as CISI level 4 

  • Excellent written and verbal communication skills 

  • Confident Microsoft Office user 

  • Fast learner and flexible approach to tasks 

  • Genuine interest in the financial and investment markets 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.