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Financial Services Coordinator

2 months ago

Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

{"h1": "Trainee Administrator Role", "p": "At Service Service Employment Agency Limited, we are seeking a highly motivated and organized individual to join our team as a Trainee Administrator. This exciting opportunity will provide you with the chance to develop your skills and knowledge in a busy financial services practice.

As a Trainee Administrator, you will be responsible for providing technical and administrative support to our Financial Planning Partners and advisers. You will be the first point of contact for clients and third parties, dealing with general enquiries and meeting and greeting at the office.

Key responsibilities include:

* Providing technical and administrative support to the Partner and advisers
* Managing the Practice's CRM database
* Keeping the back office system updated, maintaining live files and case notes
* Providing additional support for the Partner as and when required

To be considered for this role, you will need:

* Strong IT skills, including Microsoft 365 and an ability to navigate bespoke software
* Good time management and planning skills

We offer a competitive salary and benefits package, including 20 days' holiday per year, plus 2 extra days at Christmas.

If you are a motivated and organized individual looking to start your career in the financial services industry, we would love to hear from you.

Please submit your application, including your CV and a cover letter, to [insert contact information].

We look forward to hearing from you"}