Financial Services Coordinator

14 hours ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Job Title: Trainee Administrator

Join our team at Service Service Employment Agency Limited as a Trainee Administrator and take the first step in your career in the financial services industry.

About the Role:

We are seeking a highly motivated and organized individual to provide administrative support to our Financial Planning Partners and administration team. As a Trainee Administrator, you will be responsible for:

  • Providing technical and administrative support to the Partner and advisers.
  • Being a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office.
  • Using bespoke software to manage business submissions.
  • Managing the Practice's CRM database on a day-to-day basis.
  • Keeping the back office system updated, maintaining live files and case notes.
  • Providing additional support for the Partner as and when required.
About You:

To be considered for this exciting role, you will need:

  • 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.

We offer a full-time position, Monday to Friday, 9am until 5pm, with 1 hour for lunch. You will also receive 20 days of holiday, plus 2 extra days granted by the company during Christmas, on a discretionary basis.



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