Graduate Financial Services Assistant

  • Kingsgate Recruitment Ltd
  • Harrogate, Yorkshire
  • Jul 28, 2026
Full time Banking Finance

Job Description

Financial Services Graduate

Salary: Entry-Level Salary

Job Type: Full-Time Permanent

About the Role

Are you a recent graduate looking to kick-start your career in financial services?

We're working with a range of respected employers who are seeking ambitious graduates to join their teams. These opportunities provide an excellent foundation for a long-term career in financial planning, wealth management, financial advice, banking, accountancy, investments and wider financial services.

You'll gain hands-on experience, receive ongoing training and development, and have the opportunity to work towards industry-recognised professional qualifications while building your career.

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 your knowledge of financial services and the wider market.

Requirements

  • A recent graduate (within the last three years) with a degree in Finance, Accounting, Economics, Business, Mathematics or another 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.
  • A proactive attitude with a willingness to learn and develop professionally.
  • Good analytical and problem-solving abilities.
  • Proficient in Microsoft Office, particularly Excel.
  • A genuine interest in building a career within financial services.

What You'll Receive

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

Ideal Degrees

Applications are welcomed from graduates in:

  • Finance
  • Accounting & Finance
  • Economics
  • Business Management
  • Business & Finance
  • Banking & Finance
  • Mathematics
  • Statistics
  • Actuarial Science
  • Financial Economics
  • Business Analytics
  • Investment & Financial Risk Management
  • Commerce
  • Other related disciplines

If you're a motivated graduate looking to launch your career in financial services, we'd love to hear from you. Apply today to explore a range of exciting graduate opportunities with leading employers across the UK.