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Thorney Lakes Golf Centre
Thorney
Peterborough
PE6 0TJ

Tel: 03300 244 244
Fax: 01733 271 192

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Careers

We are recruiting!

Trainee Financial Administrator - Salary £ Neg

We are looking for a trainee Administrator to join our Financial Advisory Team.

Opportunities to progress through to paraplanner or financial adviser in the future if desired. Full training will be provided.

The Financial Administrator role will be office based and working within a small team. You will need to be qualified to A-level or equivalent and any previous experience whether financial services related or not would be beneficial.

The business ethos is around delivering the best outcomes for both its private and corporate clients through unrivalled customer service and utilising back office systems and technology including an essential CRM system.

As a Financial Administrator, you will provide the highest level of admin support and aspects of paraplanning support to the Directors to ensure that client expectations are met and exceeded with the firm’s motto being “Proactive NOT Reactive”. This will involve recording all actions and day to day activities via the CRM system, liaising with client’s and Providers by telephone and email, recording and filing/scanning post and reports and assisting wherever required with daily admin.
You will progress from trainee to an accomplished Financial Administrator where you will eventually be able to compile and prepare comparison materials, including cost analysis, cash flow models and investment fund analysis.

Experience within financial services would be beneficial but not essential and a willingness to take examinations in this area desirable.

An ability to prioritise your workload and a proven and demonstrable ability to work quickly and unsupervised is extremely important, as well as a positive attitude and ability to be a team player.

*IMPORTANT*
Please send or email your CV FAO:

The Directors
Orchid Financial Services Ltd
Thorney Lakes
English Drove
Thorney
Peterborough PE6 0TJ

 

“...The best service anyone can have... my future is in good hands.”

"I have never thought twice about recommending... to any of my friends."

"I would have no hesitation in recommending Orchid Financial Services..."