Trainee Personal Assistant

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
  
  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.

£22,000 - £23,500 a year - Permanent, Full-time, Pulled from the full job description

• Bereavement leave


• Company events


• Company pension


• Life insurance


• On-site parking


• Sick pay, 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, 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.