Trainee financial planning administrator Work, Jobs in Bury, Eng (with Salaries)

We have a fantastic vacancy for a Trainee Office Administrator to join our expanding team in Preston. This is a multi-faceted role which will provide invaluable support to the whole team. You will act as the point for colleagues and clients, both over the phone and in person, as well as liaising with product providers and supporting the team with all aspects of the general office administration.

Office: Perspective (Springfield)
Location: Preston
Hours: Full time, Monday – Friday 9am to 5pm with a one hour break (35 hours).
Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Office Location

Preston OfficeSpringfield HouseNavigation WayPrestonLancashirePR2 2YP

Requirements

You will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also have the motivation and ability to learn:

IT and Microsoft office software packages, especially Teams, Outlook, Word, Excel and PowerPoint.
To manage and prioritise workloads.
Excellent planning, organisational and multi-tasking abilities.
Excellent communication skills at all levels.
Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
Flexibility/ adaptability to cope with change.
A team player with a positive attitude.

Responsibilities

Taking phone calls, enquiries and requests, and handling them where appropriate.
Back-office support.
Welcoming and seating clients in the meeting rooms.
Proof reading and sending relevant documents and reports.
Arranging client meetings.
Monitoring, managing and restocking office supplies.
Filing/scanning physical and electronic post.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Benefits

25 days holiday, rising with length of service, plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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trainee financial planning administrator jobs in bury, eng

Trainee Office Administrator

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Perspective (North West) Ltd / Perspective (Springfield)

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus
Shaped around you

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Refine Your Search

trainee financial planning administrator jobs in bury, eng

I want to receive the latest job alerts for trainee financial planning administrator in bury, eng

Explore jobs in more locations

Perspective (North West) Ltd / Perspective (Springfield)

Job Description

Office Location

BirthdayLeave

ElectricVehicleScheme

Cycle toWorkScheme

EyecareSupport

HolidayPurchaseScheme

LongServiceAwards

ExtraDiscount Cards

FamilyFriendlyPolicy

Perspectiveplus Shaped around you

Perspectiveplus
Shaped around you