Trainee Client Services Administrator

3 weeks ago


Norwich Norfolk, United Kingdom Service Service Employment Agency Limited Full time

My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. 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. 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 providing additional support for the Partner as and when required
The Person: Trainee Administrator
To be keen to start work in the financial services industry
• Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
• Good time management and planning skills
• 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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