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Trainee Financial Services Administrator

Capio Recruitment Financial Planning
Posted 2 days ago, valid for 20 days
Location

Bury St. Edmunds, Suffolk IP28 6LD

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Trainee Financial Services Administrator position is an entry-level role aimed at individuals looking to start a career in the financial services sector.
  • Candidates are not required to have previous experience or qualifications, as full training and support will be provided.
  • Key responsibilities include supporting financial advisers, handling client queries, and maintaining accurate client records.
  • Applicants should possess excellent communication skills, attention to detail, and a willingness to learn in a team environment.
  • The salary for this position is competitive, and the role is ideal for those eager to develop their skills in the financial services industry.

Trainee Financial Services Administrator

Are you looking to start a career in financial services? Do you have strong communication skills and a professional attitude? If so, we have the perfect opportunity for you!

We are a well-established and respected financial services firm seeking a Trainee Financial Services Administrator to join our dynamic team. No previous experience or qualifications are required - we provide full training and support to help you develop your skills and build a successful career in the industry.

What You’ll Be Doing:

  • Supporting financial advisers and paraplanners with administrative tasks.
  • Handling client queries via phone and email in a professional manner.
  • Preparing and processing financial documents with accuracy and attention to detail.
  • Maintaining and updating client records on internal systems.
  • Learning about the financial services industry and developing key administrative skills.

What We’re Looking For:

  • Excellent communicationskills - both written and verbal.
  • A professional and confident manner when dealing with clients and colleagues.
  • Strong attentionto detail and the ability to work accurately.
  • A willingness to learn and develop in a supportive environment.
  • The ability to work well as part of a team and take initiative when needed.

What We Offer:

  • Full training and career development opportunities.
  • A friendly and supportive team environment.
  • The chance to gain valuable experience in financial services.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.