Job Description
Permanent | Hybrid working (approx. 3 days office based)
This is a great opportunity to join a growing professional services firm. Our client is looking for a Trainee Administrator to support their advisory team with a range of administration and client support duties.
This role would suit someone at the beginning of their career who is organised, detail-focused and keen to learn within a professional, regulated environment. You will work closely with experienced administrators and advisers while learning internal systems and processes that support client work.
The company offers strong career development opportunities, including support with professional exams and the chance to build long-term experience within the financial services sector.
Our client is offering a bonus scheme, funded professional exams and a quarterly profit share scheme.
This role offers hybrid working, with approximately three days per week office based in a countryside location.
Responsibilities
* Keeping clients updated on the progress of their cases and responding to general administrative queries
* Contacting pension providers, platforms and other third parties to obtain information and updates
* Preparing documentation and meeting packs for client appointments
* Processing new business applications and ongoing client changes
* Tracking cases and following up where information or documentation is outstanding
* Maintaining accurate and up to date client records within internal systems
* Managing routine emails and written correspondence
* Supporting diary management and meeting arrangements for the team
Experience Required
* You will be a confident Graduate who has a desire to have a successful career in financial services
* Strong organisational skills with excellent attention to detail
* A professional and polite communication style when dealing with clients and third parties
* Ability to follow structured processes and learn new systems
* Comfortable asking questions and seeking guidance when required
* A proactive attitude and willingness to learn
* Competent in Microsoft Office packages
* Previous experience in administration or customer service would be beneficial but is not essential, as full training will be provided.
Additional Benefits
* Professional exams funded (including relevant industry qualifications)
* Bonus scheme including exam pass bonuses
* Quarterly profit share scheme
* Clear career development opportunities
* Supportive team environment with structured training