Client Support Administrator

Ellis James Partners Limited; Nottingham; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Full training provided

Job summary

St. James's Place practice in Sandiacre is seeking a Client Support Administrator to assist advisers and the wider team, ensuring smooth client relationships. You will prepare documentation, coordinate meetings, support applications, and provide the behind-the-scenes organisation that lets advisers focus on clients.

Full training will be provided. This role could suit someone with financial services administration experience, a graduate, or someone with admin/customer service background looking

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 clients.
• Coordinate meetings with advisers.
• Support client applications.
• Provide behind-the-scenes organisation for advisers.

Skills

Financial services admin

Organisational skills

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’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.