Trainee Office Assistant

TipTopJob; West Yorkshire; On-site; GBP 40,000 - 60,000; Full time

Job summary

An independent financial advisory firm in Wakefield is seeking a Trainee Office Assistant to support advisers and administrators. The role involves handling phone calls, processing client documentation, and maintaining records. Candidates should have strong communication skills and basic IT knowledge, with full training provided. This full-time position offers 21 days of holiday plus bank holidays, a company pension scheme, and a supportive work environment.

Benefits

National Living Wage hourly rate GBP 12.21

21 days holiday plus bank holidays

Company pension scheme

Free on-site parking

Comprehensive training and mentoring

Qualifications

• Enthusiastic, organised, and willing to learn.
• Reliable and methodical approach to work.
• Respect for confidentiality.

Responsibilities

• Answer and redirect telephone calls professionally.
• Process client documentation and correspondence.
• Maintain client records accurately.
• Manage incoming and outgoing post and emails.
• Assist with general office duties.

Skills

Clear and confident communication skills

Organisational skills

Attention to detail

Basic IT skills (Word, Excel, Outlook)

Education

GCSEs including English and Maths at Grade 4 or above

Job description

Overview

BBT Group Ltd are an independent financial advisory firm with a strong reputation for integrity, client care, and long-term relationships. Our team helps individuals and businesses make confident financial decisions. We are looking for a Trainee Office Assistant to join us and provide valuable support to our advisers and administrators.

What we offer

• National Living Wage (21 and over) hourly rate GBP 12.21
• Location: Wakefield (WF4), Office Based
• Working hours: Monday to Friday, 9:00 am – 5:00 pm
• Full-time, Permanent
• Comprehensive training and mentoring from experienced professionals
• Career development opportunities, including structured training with a recognised provider (for eligible candidates)
• 21 days holiday plus bank holidays
• Company pension scheme
• Free on-site parking
• A friendly, supportive, and professional working environment

About the role

This is a fantastic opportunity for someone who is eager to begin a career in a professional office environment. The role will give you exposure to a wide range of administrative tasks and the chance to learn how a financial services firm operates. You will receive full training, ongoing guidance, and support from an experienced team.

Key responsibilities

• Answer and redirect telephone calls in a professional manner
• Prepare, scan, and process client documentation and correspondence
• Update and maintain client records accurately in our systems
• Manage incoming and outgoing post and emails
• Liaise with providers and colleagues to obtain and share information
• Assist with general office duties to ensure smooth day-to-day operations

The ideal candidate

We are looking for someone who is enthusiastic, organised, and willing to learn. You will need to demonstrate:

• Clear and confident communication skills, both written and verbal
• A reliable and methodical approach to work
• Strong attention to detail and respect for confidentiality
• Basic IT skills, including use of Microsoft Word, Excel, and Outlook
• GCSEs (or equivalent) including English and Maths at Grade 4 or above
• Previous office experience is helpful but not essential

If you are motivated to start your career in a professional office setting, we would be delighted to hear from you. Please submit your CV and a short cover note.

We welcome applications from all backgrounds and are committed to providing equal opportunities.

INDLS