Trainee Financial Services Administrator

4 weeks ago


Heath Derbyshire, United Kingdom Pertemps Redditch Commercial Full time

Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Salary: £20-25,000 Location: Solihull (must drive due to location) Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation. The successful individual will not need to posses knowledge of financial services or have a background within this; the key skills and attributes will be a strong attention to detail, the ability to understand technical and detailed cases with training and have strong verbal and written communication skills. The organization can provide growth and development opportunities. Key Duties and Responsibilities for Trainee Financial Services Administrator: Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to ensure correct processes are being followed on a case by case basis. Support financial advisers with communication and administration duties relating to clients. Provide an excellent customer service to clients to ensure satisfaction and build relationships with clients. Ensure workflow is completed with SLA. Work towards business goals and act as a key team player at all time. Deal with post to ensure any actions required from this are done in a timely manner. Key Skills and Attributes required for Trainee Financial Services Administrator: Have excellent communication skills both written and verbal. Graduate desirable for this role and to have a degree which is business related. Excellent attention to detail – accuracy is key within this position. Very organized with the initiative to prioritise tasks. Strong IT skills. This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays. If you feel you have the relevant skills and experience please click APPLY or send your CV to (url removed)



  • Heath, Derbyshire, United Kingdom Pertemps Redditch Commercial Full time

    Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation. The...


  • Heath, Derbyshire, United Kingdom Pertemps Redditch Commercial Full time

    Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee Client Administrator to join a financial services organisation. The...


  • Heath, Derbyshire, United Kingdom Pertemps Redditch Commercial Full time €22,500 - €26,000

    Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management...


  • Heath, Derbyshire, United Kingdom Pertemps Redditch Commercial Full time €22,500 - €26,000

    Job Title: Trainee Financial Services Administrator Job Type: Permanent, Full Time Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management...


  • Dickens Heath, United Kingdom Pertemps Redditch Commercial Full time

    Job Title: Trainee Financial Services AdministratorJob Type: Permanent, Full TimeSalary: £20-25,000Location: Solihull (must drive due to location)  Job Description for Trainee Financial Services Administrator: Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee...


  • Haywards Heath, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner - £25k - £32k + bonus, Full study support - Chartered IFA - Haywards Heath My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based...


  • Northumberland Heath, United Kingdom Jacqueline's Gems Childcare Services Ltd Full time

    We are seeking a Trainee Administration/Personal Assistant to join the team here at the head office. Full training will be provided. This role is ideally suited to an individual who is prepared for a busy, fast paced work life. Hours of work will at times include evenings and weekends at short notice. **As you grow into the position your responsibilities...


  • Derbyshire, United Kingdom Logistica Professional Recruitment Full time

    **The Company** Due to exceptional growth, a national earthmoving company with a reputation for being innovative and highly professional, is searching for a new Trainee Transport Planner, based in their Head Office in Derbyshire. **The Role - Trainee Transport Planner** If you’re looking for a route into the logistics industry this Trainee Transport...

  • Trainee Gate

    6 days ago


    Haywards Heath, United Kingdom Secure Access Services Ltd Full time

    **Trainee Gate & Fencing Installer** Are you hands-on, love the outdoor life, take pride in what you do, dedicated and hungry for a challenge? want to develop a career as a Trainee Gate & Fencing Installer, installing gates and barriers with a well-established installation company? If so, we would like to hear from you. **The Company**: We are a specialist...


  • Haywards Heath, United Kingdom Ben's Gutters LTD Full time

    **Customer Service Trainee Wanted!** **Are you looking to start your sales career in a stable and Market Leader company? Then, we are looking for you!** We are not looking for experience, we are looking for your valuable results. You can easily show us some evidence of valuable results in your current or previous jobs. This job opportunity is ideal if you...


  • Haywards Heath, United Kingdom Ben's Gutters LTD Full time

    **Customer Service Trainee Wanted!** **Are you looking to start your sales career in a stable and Market Leader company? Then, we are looking for you!** We are not looking for experience, we are looking for your valuable results. You can easily show us some evidence of valuable results in your current or previous jobs. This job opportunity is ideal if you...

  • Financial Advisor

    4 weeks ago


    Derby, Derbyshire, United Kingdom Quilter Financial Advisers Full time

    Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...


  • Heath, Greater London, United Kingdom Kings Permanent Recruitment Ltd Full time

    Estate Agent Trainee Sales and Lettings Negotiator * Applications are now being considered from Trainees who are looking to enter the Estate Agency industry and become an Estate Agent however, you will need to have a strong sales background in for example car sales, mobile telephone sales, retail sales or membership sales and you will need to drive and have...


  • Haywards Heath, United Kingdom First Recruitment Services Limited Full time

    Customer Services Administrator Full time permanent role - office based Mon-Fri 0900-1730 Haywards Heath. Parking available on site along with free nearby street parking - close to railway station and local transport links. **Salary**: £23000-£24000 per year plus excellent company benefits. 25 days holiday plus all UK bank holidays. We are delighted...


  • Haywards Heath, United Kingdom First Recruitment Services Limited Full time

    Customer Services Administrator Full time permanent role - office based Mon-Fri - standard office hours Haywards Heath - very close to the station and free street parking available in the nearby area **Salary**: £23000-£26000 plus very good company benefits We are delighted to be working alongside a very friendly, busy and professional organisation as...

  • Trainee Accountant

    1 month ago


    Hackney, Derbyshire, United Kingdom Tan Lam Partnership Full time

    Accountancy firm in the city of London has vacancy for a trainee accountant who ideally have previous experience working in an accountancy practice. This full-time role offers the successful candidate exposure to a wide range of clients across a variety of sectors. It will help you develop your technical skills and professional development. Skills /...


  • Locks Heath, United Kingdom Countrywide Mortgage Services Full time

    Trainee Mortgage Advisor Mann & Co Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Locks Heath.  OTE £35k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable,...


  • Haywards Heath, United Kingdom First Recruitment Services Full time

    This is an excellent opportunity to work for a very reputable, friendly, professional and successful business who are amongst the best companies to work for in Mid Sussex. This opportunity is available due to very strong business growth levels.Customer Services AdministratorFull time Permanent role - office basedMonday - Friday (Apply online only) (1 hour...

  • Office Administrator

    2 weeks ago


    Haywards Heath, United Kingdom First Recruitment Services Limited Full time

    Office / Operations Administrator Full time permanent role - office based Mon-Fri 0800-1700 Haywards Heath - close to town centre area - near station and local parking **Salary**: £24000-£26000 plus very good company benefits We are really pleased to be assisting our professional, reputable and friendly client as they seek to recruit an office /...


  • Ilkeston, Derbyshire, United Kingdom Quilter Financial Planning Full time

    Job Description If you are a Financial Advisor seeking a more supported role, then this could be the opportunity for you! This is a fantastic opportunity that will suit any ambitious Financial Adviser, whether you come from an independent or a banking background, if your frustrated with finding new clients and having to manage all admin tasks that come...