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Business Finance Trainee


An exciting opportunity to get first-hand work experience within a business finance brokerage. The successful Trainees will have a choice to move through all departments of the business and/or focus on an area that interests them most.

Work placement

Customer Service and Sales

  • Regular contact with business owners
  • Discussing the financial requirements of customers
  • Maintaining a positive and professional attitude at all times
  • Processing customer information and recording accurately on to our systems


  • To support with updating marketing platforms (Instagram, LinkedIn, Twitter, Facebook)
  • To support with creating content
  • Responding to live chat enquiries
  • Updating and adapting our media


  • To assist in completing financial documents
  • Preparing and uploading proposals for finance
  • To assist with checking financial information
  • Maintain and update our CRM system
  • Diary management

HR and Recruitment

  • Maintain and update our HR system
  • Correspond with potential candidates
  • Creating and updating training material
  • Interview preparation and note taking

Training to be provided

  • Employability
  • Maths and English if required
  • Safeguarding
  • Prevent
  • Hands on practical experience

About traineeships.

A traineeship is a course with work experience that gets you ready for work or an apprenticeship. It can last up to 12 months.
You can apply if you’re:

  • eligible to work in England
  • unemployed and have little or no work experience
  • aged 16 to 24 and qualified below Level 4

You’ll get:

  • a work experience placement
  • help with English and maths (if you need it)

You won’t be paid, but you may be given expenses for things like travel and meals.

Future prospects

This work placement could lead to an apprenticeship or employed position for the candidate.

Desired skills

· Fully IT Literate with a good understanding of the Microsoft Office suite of  Applications

· Able to access the Internet with a good broadband speed

·Good standard of Maths and English

Business Finance Trainee

Northampton, UK

Published on 8 Jun 2021

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