Trainee Personal Assistant (Norwich)

We are an employee owned Independent Financial Advisers, with offices in Norwich, Great Yarmouth and Lowestoft. We are looking for motivated individuals to join our Norwich team of highly-trained, specialist Personal Assistants. We are very interested in applications from talented PAs, Financial Services Administrators or those with an interest working in financial services.

Industry experience is not essential, however, previous administrative experience would be preferential.

You’ll get to know that we are a friendly bunch and we share the same company values, of being professional in all that we do; doing our jobs with pride and being extremely passionate about our goals!

We also enjoy the odd social trip together and regularly organise company events - to celebrate reaching those goals.

YOUR NEW JOB:

You will be joining our Norwich Advisory support team, filled with some of our highly skilled Administrators and PAs, where we will make sure you feel at home in no time. We’ll develop your skills and train you in the specialist areas of financial services, in which we do business.

We’ll ensure you gain the expertise which means that you can carry out your role expertly, effectively and we’ll also ensure that you can develop and progress at a pace that suits you.

We have listed below some of the areas that your role will entail:

Researching financial products
Liaising with financial services providers & company partners
Diary management for the Advisers
Collecting financial data and analysing information for review
Checking work, spotting abnormalities or incorrect information provided by financial services providers
Scanning, filing and preparing product packs for meetings
Drafting documents for review
Supporting colleagues
Supporting and liaising with our clients

YOUR REWARDS

We offer competitive salary and benefits packages which are industry leading, including pension contributions and holiday allowance which increase with length of service, Death in Service cover, uniform allowance and a payroll ISA.
Supporting our people and their professional development is very important to us which is why we provide excellent training
We support our staff in completing further financial services qualifications and can discuss this on an individual basis

How to apply

If all of the above describes the perfect role for you, then we’d love to hear from you.

This is a full-time job of 37 hours, within the hours of 9-5.30pm Monday to Thursday and 9-5pm on a Friday.

The position is based in our Norwich office, but may require regular travel to our other offices.

The minimum requirements for the job are as below:

You will be educated to GCSE level or equivalent, including Maths and English and will have achieved grades above C or 4
Have excellent verbal and written communication skills
Be a competent computer user
You must be professional, ethical and discreet

All successful candidates will be required to complete DBS, Credit and Reference checks prior to starting at Finance Shop.

We would like to respond to all applications, however sadly this is not always possible. Therefore, if you do not hear from us within 20 working days then unfortunately your application has been unsuccessful in this instance. However, we may still keep a record of your application in case a more suitable role arises in the future.

APPLY HERE