Trainee Office Manager
4 days ago
**The Job**
Permanent
- Full-time
Office hours
- Mon - Thurs (9am - 5.30pm); Fri (9am - 5pm)
Holidays
23 days per annum + statutory bank holidays
Salary
- Initially £27,000 plus dependant upon experience.
Our client are a small but busy, directly authorised Financial Planning business overseeing client assets in excess of £100m.
They are associated with an expanding accountancy firm and are based in their purpose built office with chef and canteen in Blythe Valley Business Park, off the M42 junction 4 for Shirley.
The team is currently 5 in number including the Managing Director / advisor, Office Manager, administrator, a recently authorised advisor who graduated through the internal trainee regime and a trainee who will also soon be signed off and advising.
Within the group, we also have a mortgage and finance business.
The role is quite unique, we are looking for someone who will sit in and take notes during the Managing Directors client meetings and, be learning the Office Manager role, the processes, systems and procedures with a view to taking over the role in the future.
Previous experience of working in Financial Services is important but not essential.
**Skills Required**:
- An understanding and experience of working with databases.We use Intelliflo and FE Analytics but full training will be given in the use if you have not used this software before
- A high level of accuracy and attention to detail
- Have the ability to integrate into a team environment
- A methodical and thorough approach to work
- Ability to use initiative
- Be organised and be able to prioritise work
- Have good written and verbal communication skills
- Must be computer literate, and have previously used MS Office, with good keyboard skills
- Previous experience of working in Financial Services is important but not essential.
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