Trainee Work, Jobs in Wallington, Gtl (with Salaries)

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)
Spring Wealth Management —Epsom
- £25,500 - £28,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Employee discount
- Life insurance
Quick apply
10d
Trainee Mortgage Advisor (Wallington)
Jigsaw Financial —Wallington
- £26,000 - £60,000 a year
- Full-time
- Sales
- Basic maths
- Financial services
- Life insurance
Quick apply
Trainee Estimator
RoofTech —Sutton
- From £25,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Sales
- Life insurance
Quick apply
13d
Audit & Accounts Trainee
TC-Group —Croydon
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Apprentice Electrician – Hammersmith &Fulham
Training Trust —Hammersmith
- £26,936 a year
- Weekend availability
- Customer service
- Maintenance
- IT
Trainee Data Analyst
Société Générale —London
- Microsoft Excel
- Data analysis skills
- SQL
1d
Trainee Quantity Surveyor
RW Armstrong & Sons —London
- Full-time
- Contracts
- Employee assistance programme
- Employee discount
Quick apply
3d
Trainee System Administrator 2026
Oleeo —Wimbledon
- Full-time
- Hybrid work
- Analysis skills
- Mentoring
- IT
Automation & AI Apprentice
QA Apprenticeships —Croydon
- £23,000 a year
- Monday to Friday
- Customer service
- SharePoint
- AI
3d
Graduate Management Trainee - Croydon
Enterprise Mobility —Warlingham
- Full-time
- Sales
- Customer service
- Bachelor's degree
Lecturer - Bricklaying (Apprenticeships)
LSEC —London
- £14,599 - £19,038 a year
- Part-time
- University
- Communication skills
- Teaching
- Annual leave
- Employee assistance programme
Internal Audit Technician Apprentice (Level 4)
London Borough of Bromley —London Borough of Bromley
- £27,262 - £29,900 a year
- Call to connect
- Hybrid work
- Communication skills
Cyber Security Apprentice
QA Apprenticeships —Sevenoaks
- £20,000 - £22,000 a year
- Remote
- Bachelor's degree
- Linux
9d
Receptionist/Trainee Sales Executive
Saint Motors —London
- £25,000 - £26,000 a year
- Full-time
- Sales
- Customer service
- Salesforce
Quick apply
4d
Football Coach Apprenticeship
Supreme Sport —Caterham
- £12,480 - £13,480 a year
- In-person
- Leadership
- Communication skills
- Free parking
Quick apply
11d
Trainee Technician, National Windscreens CROYDON
National Windscreens —Croydon
- From £29,929 a year
- Full-time
- Hybrid work
- No experience needed
- Classroom experience
- Employee assistance programme
- Employee discount
10d
Apprentice Operational Support Officer (Band 6/AO)
Health and Safety Executive —Oxted
- £28,499 a year
- Full-time
- Hybrid work
- English
- Presentation skills
- IT
13d
Pharmacy Technician Apprenticeship
Skills 4 Group —Sutton
- £12,480 a year
- Customer service
- English
- Communication skills
10d
Apprentice
KwikFit —Croydon
- £16,505.60 - £22,392.32 a year
- Full-time
- English
- Mentoring
- School
- Employee discount
IT Infrastructure Apprentice
LSEC —Orpington
- £19,078 - £19,710 a year
- University
- IT
- Annual leave
- Employee assistance programme

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Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Spring Wealth Management
Epsom

Quick apply

Job details

Permanent | Full-time
£25,500 - £28,000 a year
10 days ago

Benefits

Employee mentoring programme
Financial planning services
Company pension
Employee discount
Life insurance
Sick pay
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills
Office experience

Full job description

A busy and growing financial adviser practice are looking for someone to join their team as an PA / Administrator to assist with growing business volumes. You will be working as part of a vibrant and busy team assisting the advisers with ensuring that we deliver a 1st class service for our clients. Initially you will start in more of a PA / Admin type role then once you have learnt the basics progressing into more of a paraplanning position over time where you will be writing up more complex cases (such as investment and pension transfers).

You will be primarily responsible for:

Contacting (phone, email and letter) new and existing clients to schedule meetings
Document the follow up to those meetings
Action requests / follow ups from client meetings
Deal with both internal and external administration functions
Sending off letters of authority to 3rd party providers then chasing up the resulting info
Utilising and documenting on our CRM System (Salesforce)
Writing up basic reports
Dealing with Ad-Hoc client requests
Prepare Meeting and Review Packs
Carry out and Document AML checks
Working as part of a team to ensure a smooth and seamless administration function for clients.

The Person:

Must be confident, articulate and able to communicate
Ideally has experience as an office or business administrator
Has excellent attention to detail and able to manage time effectively
Is comfortable managing multiple reponsibilities and prioritising requirements
Someone who is enthusiastic and can overcome challenges
Has a positive attitude, can manage themselves, competent and professional
Is proactive and can contribute towards future development of the Practice
Keen on learning and developing themselves

Prior experience in financial services would be highly desirable but is not essential, an interest in this area is certainly beneficial though. Full training with an accredited pathway will be provided and progression encouraged, we will pay for 1st sittings of exams and supporting text books as well as provide support and training from qualified people within the practice. There will also be the opportunity to progress into other roles within the practice for the right person (should they wish), full training will be supplied.

Package includes pension matching, life insurance, critical illness insurance, income protection and 24 days holiday a year as well as bonsues linked to team performance.

We will need someone to be working in office 5 days a week so flexible working is not an option.

Job Types: Full-time, Permanent

Pay: £25,500.00-£28,000.00 per year

Benefits:

Company pension
Employee discount
Employee mentoring programme
Financial planning services
Life insurance
On-site parking
Sick pay

Work Location: In person

Quick apply

Refine Your Search

trainee jobs in wallington, gtl

Financial Services Administrator / Trainee Paraplanner (Pensions / Investments / IFA)

Trainee Mortgage Advisor (Wallington)

Trainee Estimator

Audit & Accounts Trainee

Apprentice Electrician – Hammersmith &Fulham

Trainee Data Analyst

Trainee Quantity Surveyor

Trainee System Administrator 2026

Automation & AI Apprentice

Graduate Management Trainee - Croydon

Lecturer - Bricklaying (Apprenticeships)

Internal Audit Technician Apprentice (Level 4)

Cyber Security Apprentice

Receptionist/Trainee Sales Executive

Football Coach Apprenticeship

Trainee Technician, National Windscreens CROYDON

Apprentice Operational Support Officer (Band 6/AO)

Pharmacy Technician Apprenticeship

Apprentice

IT Infrastructure Apprentice

I want to receive the latest job alerts for trainee in wallington, gtl

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