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Trainee Financial Services Administrator

We are looking for an Trainee Financial Services Administrator to work within our Financial Services team.

We have a vacancy for a confident and well organised individual to join our successful financial planning team. The role is varied but will include:

  • Managing diary and work flow on a daily basis and ensuring all relevant deadlines are met
  • Helping the advisory team prepare for client meetings
  • General administration
  • Updating our back office system with any relevant details
  • Liaising with providers and clients to obtain information
  • Obtaining illustrations
  • Product research
  • Letters and general correspondence

We offer a 37.5 hour working week Monday to Friday, a competitive salary and benefits such as a group pension, flexitime and a pleasant working environment.

We also offer a professional programme of training and gaining professional qualifications will be supported and encouraged.

The next step

Please email your CV to welcome@critchleys.co.uk with Trainee Financial Services Adminisitrator as the email subject.

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