*Job Title/Location: Trainee Administrator, Guildford
*Salary: To £28,000 + benefits
*Office/WFH: Fully office based
*Requirements: Open to either recent graduates with a relevant degree such as Economics, Mathematics, Business Studies etc, or a strong ’A’ Level school leaver with a genuine interest in a career in Financial Services
*Role Snapshot: A vital role for the business, supporting the daily running of the office and ensuring clients receive a consistently high level of service via telephone, email and in-person
This expanding IFA business has recently been in the process of adding to their Support Team at the same time as introducing a new Paraplanning Team. This role is an ideal entry-level point for someone who wants to learn and develop towards IFA Admin and Paraplanner roles.
The Company/Team: This Trainee Administrator role, within an established IFA business, will see you provide back up to the current support team of 5 IFA Administrators within an office of 15.
The Role: This Trainee Administrator role is fundamental to the smooth running of the business, so our client is looking for someone with the right character, temperament and attention to detail. You will be highly organised, efficient and take genuine pride in your work. The key responsibilities include:
*Greeting visitors, answering the telephone, taking messages, and arranging client appointments
*Opening, scanning, and processing incoming post and overseeing outgoing correspondence
*Maintaining accurate filing systems and carrying out shredding in line with procedures
*Inputting new client details accurately into internal systems
*Liaising with insurance companies and external providers
*Assisting the team with report processing and documentation
*Supporting advisers with case administration and client correspondence
*Undertaking general office administration duties as required
Skills / Experience Required: For this Trainee Administrator opening, you must be either a recent graduate with a relevant degree, alternatively our client will consider strong ’A’ Level school leavers and potentially those with relevant basic Financial Services admin experience who want to work within a business where you can genuinely learn/develop. You should be a confident communicator, good numerical ability, strong organisational & admin skills and with a solid understanding of MS Office. Really keen to find people with a ’can do’ attitude, a team player and you must also be a car driver.
Additional Information: The salary for the Trainee Administrator post is to £28,000 + benefits and the chance to develop towards an IFA Administrator role, then Senior Administrator and Paraplanner. Please apply below.
The Trainee Administrator role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.