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ITonlinelearning
Norwich
Trainee Project Administrator Placement Programme Please note that this is a training course and fees apply. Our money back guarantee If after 1 year of passing your formal qualifications, we have been unable to help you secure a role, we will refund your study fees minus the cost of the exams. However, we are normally able to help candidates f
Job Source: ITonlinelearningReed
Norwich
We are recruiting for an excellent role based with our client in Norwich. The company are long established and successful and are seeking a new team member to manage and deliver their administration process for their clients. The role will involves speaking with customers on the telephone, organising diaries, logging correspondence, some data input
Job Source: ReedReed
Norwich
We are recruiting for an excellent role based with our client in Norwich. The company are long established and successful and are seeking a new team member to manage and deliver their administration process for their clients. The role will involves speaking with customers on the telephone, organising diaries, logging correspondence, some data input
Job Source: ReedBrevere Group
Norwich
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financi
Job Source: Brevere GroupMedstrom Ltd
Norwich
Trainee Service Technician (no experience required) Norwich (providing support to Norwich and Norfolk)Are you ready to embark on a career with a company that places both its employees and customers at the heart of everything we do? If you're a motivated, customer-focused individual with a clean driving licence and a can-do attitude, we want to hear
Job Source: Medstrom LtdMedstrom
Norwich
Trainee Service Technician (no experience required) Norwich (providing support to Norwich and Norfolk) Are you ready to embark on a career with a company that places both its employees and customers at the heart of everything we do? If you're a motivated, customer-focused...
Job Source: MedstromGCB Recruitment
Norwich
We are currently looking for a Trainee Paraplanner to join our clients, a highly successful Independent Financial Practice with a team of advisers who have a wealth of experience. This is a unique opportunity to learn from seasoned professionals, gain hands-on experience and embark on a journey towards becoming a proficient paraplanner. Our client
Job Source: GCB RecruitmentRecruit Select
Norwich
A client based in Norwich is recruiting a good all-round Administrator - 100% working in the office, hours 9am - 5.30pm, Nearest Station: Norwich, this role is based in the City Centre, the client does not have a car park This is a diverse role which will suit a highly organised person with a proven administrative/secretarial background, computer
Job Source: Recruit SelectNorwich
My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do.
Role purpose
To support the Financial Planning Partners by providing back-office support where required, whilst working with the administration team.
To learn all aspects of the administrative work involved in a busy financial services practice.
The Role: Trainee Administrator
The Practice fosters a professional and innovative environment where employees collaborate and share their knowledge to deliver an unrivalled level of service to their clients
You will be providing technical and administrative support to the Partner and advisers
You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
You will be responsible for business submission using bespoke software. Due to the nature of the company, you will need to ensure that business obtained is processed in a timely manner
Your role will involve day-to-day use and management of the Practice’s CRM database
You will need to keep the back office system updated maintaining live files and case notes
You will be responsible for the preparation of meeting documentation and follow up client meeting notes
You will be providing additional support for the Partner as and when required
The Person: Trainee Administrator
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
Excellent literacy, numeracy and communication skills
Strong attention to detail and you are able to problem solve and think on your feet
Good time management and planning skills
It is essential that you are confident in dealing with colleagues, third parties and can work with honesty, integrity, and total discretion.
Office hours: full time, Monday to Friday 9am until 5pm with 1 hour for lunch.
Holiday starting point - 20 days (Christmas - 2 extra days granted by the company on top of normal holiday - this is on a discretionary basis, decided by the company each year).
After a year’s service (or 9 months or more worked in the first holiday year), holiday entitlement will increase by 1 day and each year thereafter up to 25 days maximum.
After 10 years with the company, holiday entitlement will increase to 27 days.
Sick pay - 8 days in a rolling 12 month’s period - after that Statutory Sick Pay (SSP) will kick in.
Pension
Support with professional qualifications
Trainee Client Services Administrator jobs in Norwich
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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