Trainee Office Assistant
National Living Wage (21 and over) hourly rate £12.21
Location: Wakefield (WF4), Office Based
Monday to Friday, 9.00am 5.00pm
Full-time, Permanent
What we offer
Comprehensive training and mentoring from experienced professionals
Career development opportunities, including structured training with a recognised provider (for eligible candidates)
21 days holiday plus bank holidays
Company pension scheme
Free on-site parking
A friendly, supportive, and professional working environment
Who we are
We are an independent financial advisory firm with a strong reputation for integrity, client care, and long-term relationships. Our team helps individuals and businesses make confident financial decisions. As our business continues to grow, we are looking for a Trainee Office Assistant to join us and provide valuable support to our advisers and administrators.
About the role
This is a fantastic opportunity for someone who is eager to begin a career in a professional office environment. The role will give you exposure to a wide range of administrative tasks and the chance to learn how a financial services firm operates. You will receive full training, ongoing guidance, and support from an experienced team.
Key Responsibilities but not limited to:-
Answer and redirect telephone calls in a professional manner
Prepare, scan, and process client documentation and correspondence
Update and maintain client records accurately in our systems
Manage incoming and outgoing post and emails
Liaise with providers and colleagues to obtain and share information
Assist with general office duties to ensure smooth day-to-day operations
The ideal candidate
We are looking for someone who is enthusiastic, organised, and willing to learn. You will need to demonstrate:
Clear and confident communication skills, both written and verbal
A reliable and methodical approach to work
Strong attention to detail and respect for confidentiality
Basic IT skills, including use of Microsoft Word, Excel, and Outlook
GCSEs (or equivalent) including English and Maths at Grade 4 or above
Previous office experience is helpful but not essential.
If you are motivated to start your career in a professional office setting, we would be delighted to hear from you. Please submit your CV and a short cover.
We welcome applications from all backgrounds and are committed to providing equal opportunities.
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