Client Support Administrator

Confidential; East Midlands; On-site; GBP 21,000 - 27,000; Full time

Job summary

St. James's Place in Sandiacre is seeking a Client Support Administrator to join a growing practice. You will help keep client relationships running smoothly by preparing documentation, coordinating meetings, supporting applications, and providing behind-the-scenes organisation for advisers.

Full training will be provided, making this a strong entry path for graduates or those with administration or customer service experience who want to build a career in financial planning.

Qualifications

• 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.

Responsibilities

• Prepare documentation for client cases and adviser projects.
• Coordinate meetings and client appointments with the wider team.
• Support applications and provide the behind-the-scenes organisation that allows advisers to focus on clients.

Skills

Financial services administration

Organisation

Communication skills

Career 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’ll 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.