Client Support Administrator

Ellis James Partners Ltd; Sandiacre; On-site; GBP 18,000 - 26,000; Full time

Job summary

Ellis James Partners Ltd is seeking a Client Support Administrator in Sandiacre to assist advisers and the wider team in maintaining strong client relationships. The role involves preparing documentation, coordinating meetings, supporting applications, and handling behind-the-scenes organisation to enable advisers to focus on clients.

Full training will be provided, and the position is suitable for someone with administration/customer service experience looking to build a career in financial

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

• Work closely with advisers and the wider team to keep client relationships running smoothly.
• Prepare documentation and coordinate meetings.
• Support applications and provide the behind-the-scenes organisation for advisers to focus on clients.

Skills

Financial services administration

Organisation

Communication skills

Career development interest

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.