Trainee Financial Services Administrator

Job Title: Trainee Financial Services Administrator
Job Type: Permanent, Full Time
Salary: £22,500-£26,000 Per Annum
Location: Solihull (must drive due to location) 
 
Job Description for Trainee Financial Services Administrator:
 
Are you looking to start a career in financial services? We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management organization in the Solihull area.  The ideal candidate would have some customer service or administrative experience or be a graduate who has a degree with relevant context to the financial services sector, this could be accounting and finance, economics, business management. This position is full time and office based. Due to the location you must be able to drive for this position as there isn’t any public transport links directly to the offices.
 
 

Key Duties and Responsibilities for Trainee Financial Services Administrator:
 

• Complete administrative tasks in an efficient and accurate manner.
• Ensure clients files have the relevant documentation attached to their record.
• Collate information required for correspondence.
• Liaise internally as required to ensure correct processes are being followed on a case by case basis.
• Support financial advisers with communication and administration duties relating to clients.
• Provide an excellent customer service to clients to ensure satisfaction and build relationships with clients.
• Ensure workflow is completed with SLA.
• Work towards business goals and act as a key team player at all time.
• Deal with post to ensure any actions required from this are done in a timely manner.

 
Key Skills and Attributes required for Trainee Financial Services Administrator:
 

• Have excellent communication skills both written and verbal.
• Graduate desirable for this role and to have a degree which is business related.
• Excellent attention to detail – accuracy is key within this position.
• Very organized with the initiative to prioritise tasks.
• Strong IT skills.

 
This position is full time 9am-5pm Monday-Friday, 23 days holiday plus bank holidays.
If you feel you have the relevant skills and experience please click APPLY or send your CV to Sarah.E.Clarke@pertemps.co.uk