My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. A boutique practice that believes in putting their strong client base at the forefront of all that they do.
To support the Financial Planning Partners by providing back-office support where required, whilst working with the administration team.
To learn all aspects of the administrative work involved in a busy financial services practice.
The Role: Trainee Administrator
1. The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients.
2. You will be providing technical and administrative support to the Partner and advisers.
3. You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
4. You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner.
5. Your role will involve day-to-day use and management of the Practice’s CRM database.
6. You will need to keep the back office system updated maintaining live files and case notes.
7. You will be responsible for the preparation of meeting documentation and follow-up client meeting notes.
8. You will be providing additional support for the Partner as and when required.
The Person: Trainee Administrator
To be considered for this exciting role you will need:
1. To be keen to start work in the financial services industry.
2. Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software.
3. Excellent literacy, numeracy and communication skills.
4. Strong attention to detail and you are able to problem solve and think on your feet.
5. Good time management and planning skills.
6. It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion.
Office hours: full time, Monday to Friday 9am until 5pm with 1 hour for lunch.
Holiday starting point - 20 days (Christmas - 2 extra days granted by the company on top of normal holiday – this is on a discretionary basis, decided by the company each year).
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