Trainee Client Services Administrator

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.

Role purpose

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

• 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
• You will be providing technical and administrative support to the Partner and advisers
• 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
• 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
• Your role will involve day-to-day use and management of the Practice’s CRM database
• You will need to keep the back office system updated maintaining live files and case notes
• You will be responsible for the preparation of meeting documentation and follow up client meeting notes
• 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

• To be keen to start work in the financial services industry
• Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
• Excellent literacy, numeracy and communication skills
• Strong attention to detail and you are able to problem solve and think on your feet
• Good time management and planning skills
• 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).

After a year’s service (or 9 months or more worked in the first holiday year), holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum.

After 10 years with the company, holiday entitlement will increase to 27 days.

Sick pay - 8 days in a rolling 12 month’s period - after that Statutory Sick Pay (SSP) will kick in.

Pension

Support with professional qualifications