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Trainee Administrator
2 months ago
**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
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