Client Services Administrator – Finance Admin & Records

Ellis James Partners Ltd; Wakefield; On-site; GBP 25,000 - 26,000; Full time

Job summary

Ellis James Partners Ltd is recruiting a Client Support Administrator in Wakefield to join a close-knit team. The role focuses on organised administration and delivering a smooth, professional service to clients and advisers.

You’ll handle client enquiries, support pension-related paperwork, and maintain accurate records. Training is provided to help you develop expertise in financial planning and build a long-term career in the sector.

Qualifications

• You are organised with a good eye for detail.
• You communicate confidently with people.

Responsibilities

• Respond to client and provider enquiries, keep people updated and chase outstanding information.
• Support new business applications, transfers and pension-related paperwork.
• Prepare documentation and correspondence, ensuring accuracy and timeliness.
• Maintain client records and keep internal systems up to date.
• Help the wider team manage workloads and ensure nothing gets missed.

Job description

Ellis James Partners Ltd is recruiting a Client Support Administrator in Wakefield to join a close-knit team. The role focuses on organised administration and delivering a smooth, professional service to clients and advisers.

You’ll handle client enquiries, support pension-related paperwork, and maintain accurate records. Training is provided to help you develop expertise in financial planning and build a long-term career in the sector.