Client Support Administrator

Ellis James Partners Ltd; East Midlands; On-site; GBP 18,000 - 24,000; Full time

Job summary

Ellis James Partners Ltd in the East Midlands is seeking a Client Support Administrator to join a growing practice. You will work closely with advisers, handling documentation, scheduling and supporting applications to keep client relationships running smoothly.

Full training will be provided, making this a strong entry path into financial planning for graduates or those with administrative or customer service backgrounds.

Qualifications

• Experience in financial services administration or transferable administration experience.
• Excellent organisation and attention to detail.
• Good communication skills and a professional approach.
• Interest in developing a career within financial planning.

Responsibilities

• Prepare documentation for clients and advisers.
• Coordinate meetings and manage scheduling.
• Support applications and process paperwork behind the scenes.
• Keep client relationships running smoothly with the team.

Skills

Financial services administration

Organisation

Communication skills

Career interest in financial planning

Job description

Client Support Administrator Sandiacre St. James's Place

A growing St. James's Place practice in Sandiacre is looking to add to its team with a Client Support Administrator.

This could suit someone already experienced in financial services administration, a graduate, or someone with administration/customer service experience who wants to build a career within financial planning.

You'll work closely with the advisers and wider team, helping to keep client relationships running smoothly. That means preparing documentation, coordinating meetings, supporting applications and providing the behind-the-scenes organisation that allows advisers to focus on their clients.

Full training will be provided.

You will ideally have:

• Experience in financial services administration preferred, or transferable administration experience
• Excellent organisation and attention to detail
• Good communication skills and a professional approach
• An interest in developing a career within financial planning

For someone joining at trainee level, full support and training will be provided.

Why join?

You'll be joining an established SJP practice where there is genuine scope to develop your career rather than simply filling an administrative role. Whether you're already experienced or looking to take your first step into financial services, the role can grow with you.