Financial Services Trainee

1 month ago


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

Service Service Employment Agency Limited, a reputable wealth management company based in Norwich, provides investment and retirement advice to a high-net-worth client base. We foster a professional and innovative environment where employees collaborate and share their knowledge to deliver exceptional service.

Job Description

The successful candidate will provide technical and administrative support to our financial planning partners, while working closely with our administration team. Key responsibilities include business submission using bespoke software, day-to-day use and management of our CRM database, and maintaining live files and case notes.

We are seeking an enthusiastic individual who is keen to start work in the financial services industry. The ideal candidate will possess strong IT skills, including Microsoft 365 and ability to navigate bespoke software. Good time management and planning skills are essential for this role.

Salary and Benefits

The estimated salary for this position is £25,000 - £30,000 per annum, depending on experience. Our comprehensive benefits package includes 20 days' annual leave, plus two additional days off during Christmas. You will also have access to our cutting-edge technology and training opportunities to develop your skills.



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