Trainee Administrator

**Trainee Administrator - Job Description**

**Role**
- To provide administration and client relationship support to Financial Planners.
- To undertake general office administrative duties as required.
- To be fully involved in all aspects of general administration and support activities.
- To provide general office administration.

**Skills Required**:

- Organisation
- Data inputting
- Accuracy skills
- Strong verbal & written communication skills
- Prioritisation skills
- Computer literate
- Attention to detail
- Customer service

**Personal Qualities**
- Articulate
- Positive attitude
- Willingness to learn
- Uses own initiative
- Adaptable/ Flexible
- Honesty & Integrity
- Team player

**Key Accountabilities Will Include**:

- Updating client database including fact find input.
- Printing and binding of reports and presentations.
- Maintaining manual and electronic filing system.
- Ordering stationary as and when required.
- Arranging meetings, along with associated tasks.
- Ensuring that relevant supporting documents for meetings are provided to the Financial Planner in advance.
- Helping prepare client financial planning reviews.
- Communicating with plan providers to obtain client information.

**Job Types**: Full-time, Apprenticeship

**Salary**: £16,000.00-£18,000.00 per year

**Benefits**:

- Additional leave
- Bereavement leave
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Life insurance
- On-site parking
- Paid volunteer time
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

**Education**:

- GCSE or equivalent (preferred)

**Language**:

- English (preferred)

Work Location: In person