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Graduate Client Services Assistant




The Humber Internships Programme (HIP) offers 12-week internships and is a great way to make an impact, gain invaluable industry knowledge and start making your mark.

If you’re aged 18+, live in Hull, East Riding, North or North East Lincolnshire and are studying full-time or have graduated at degree level (or equivalent) a HIP internship could be the perfect fit for you.

To ensure you are eligible, please register with a Careers Consultant before applying for this vacancy by clicking the “View Internship” button

**Please note due to the limited time remaining on this project, we are now only accepting general enquiries from those available to work full-time immediately. Post graduate students should enquire only if they want to apply for a specific HIP part-time role.**

**Full-time Graduate Opportunity**

Informed Financial Planning

Role Title:

Graduate Client Services Assistant


Hessle HU13

Hourly Rate:



35 hours per week, potential flexibility for part time hours considered for the right candidate


An initial 12-week internship, with a view to turn permanent if internship deemed successful

Overview of Opportunity

Informed Financial Planning are an award winning, independent firm of Chartered Financial Planners and the first firm in Yorkshire to achieve Corporate Chartered Status. Informed Financial Planning have been named ‘Best Financial Adviser Firm to work for’ for the last 7 years, with 100% of staff saying they would recommend working with us to a friend and 35% of the companies team coming from apprenticeship or graduate training schemes.

The Graduate Client Services Assistant opportunity is key to supporting the delivery of an excellent service to clients of the firm, whilst providing administrative support to Financial Planners on a daily basis – underpinning the delivery of accurate, comprehensive advice given to clients by Financial Planners, ensuring Informed Financial Planning maintain an excellent level of service.

This role is a great opportunity to develop an understanding of working in the Financial Services industry, gaining experience and developing skills highly valued by financial services firms. The role aims to give the intern a quality start to a career in the industry by working across2 internal departments – both the Client Services (CS) and Technical departments, learning a plethora of tasks that flow between them.

Should the Intern have displayed the skills and attributes essential for the role, and a permanent position is available, an opportunity to follow our graduate training scheme will be offered. Roles could be available in CS, Technical, Paraplanning, Compliance, Finance or Business Development. With a personal development plan created and fully funded qualifications supported, with the potential to work towards Chartered Financial Planning.

Role Description

  • Working closely within a strong supportive team, being guided by various members of the Client Services and Technical departments at Informed who will be available to the intern
  • Diarising client meetings for advisors, making the necessary Outlook calendar bookings, sending client confirmation emails and reminder texts
  • Preparing relevant paperwork for meetings
  • Input and maintain accurate client records on back-office system
  • Liaise with providers to obtain client plan information and obtain updates on work in progress
  • Updating clients/customers on work in progress
  • Assist with preparation of information for reports
  • Occasionally answer incoming calls, taking initiative to deal with client and provider enquiries
  • Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors
  • Manage daily task organisation and prioritisation

Skills and Experience (Essential):

  • Good knowledge of Microsoft 365 programmes
  • Good organisation skills with ability to prioritise workload and meet deadlines
  • Excellent verbal and written skills
  • Good interpersonal skills
  • Takes personal responsibility for consistently delivering high quality work
  • Accurate with good attention to detail, with the ability to be discreet and professional
  • Good grasp of English language and mathematical concepts
  • An interest in the financial services industry

Skills and Experience (Desirable):

  • Knowledge and understanding of Financial Services advantageous
  • Graduate/undergraduate from Accounting, Economics, Law, Business advantageous but not essential


  • A recent graduate or current finalist (graduating in 2023) from any subject area to be considered

Potential for Permanent Employment (if applicable):

  • Yes, this role has the opportunity to turn permanent if initial internship deemed successful

Permission to work in the UK

All applicants must be authorised to work in the UK.

Please include one of the following statements in your CV or covering letter when applying for this role.

  • I am eligible to work in the UK without restriction
  • I am eligible to work in the UK with restriction
  • I have no eligibility to work in the UK in the post applied for and would need a Certificate of Sponsorship or other permission in order to take up employment



The project has received £900,000.00 of funding from the European Social Fund as part of the 2014-2020 European Structural and Investment Funds Growth Programme in England. The Department for Work and Pensions is the Managing Authority for the England European Social Fund programme. Established by the European Union, the European Social Fund helps local areas stimulate their economic development by investing in projects which will support skills development, employment and job creation, social inclusion and local community regenerations. For more information visit https://www.gov.uk/european-growth-funding


35 Hours per week


An initial 12-week internship, with a view to turn permanent if internship deemed successful
  • Deadline for responses 31 May 2023

Job is closed

Applications are currently closed for this job.