Trainee Administrator – Financial Services Support

About the role

This full‑time trainee position offers a gateway into the financial services sector. You will join a friendly, established office in Guildford where you will receive comprehensive training and support to develop your administrative expertise.

Key responsibilities

• Serve as the first point of contact for telephone calls and visitors.
• Handle client enquiries, manage incoming and outgoing post, and maintain filing systems.
• Assist with purchase ledger administration, invoice processing, and monthly credit‑card reconciliations.
• Update client records, support newsletter production and client communications.
• Create and schedule social‑media content across multiple platforms.
• Coordinate office supplies, support company and client events, and provide general administrative assistance to the wider team.

Required profile

• Keen to build a career within financial services.
• Professional, enthusiastic, and eager to learn.
• Organised with strong attention to detail.
• Confident communicator, both with clients and colleagues.
• Able to manage multiple tasks and priorities in a team‑oriented environment.

Required skills

• Microsoft Office applications

What we offer

• Full training and development programme.
• Competitive salary up to £25,000 per year.
• Supportive office environment in Guildford.