Client Support Administrator

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

Client Support Administrator

Wakefield | £25,000-£26,000 | Office-based

An established St. James's Place Partner Practice in Wakefield is looking for a Client Support Administrator to join their team.

This is an opportunity for someone who enjoys keeping things organised, helping people and making sure the details are taken care of. You'll work closely with the advisers and wider team, helping ensure clients receive a smooth, professional service.

Full training available for those who need.

What will you be doing?

Your role will cover a varied mix of administration and client support, including:

• Responding to client and provider enquiries, keeping people updated and chasing outstanding information.
• Supporting new business applications, transfers and pension-related paperwork.
• Preparing documentation and correspondence, ensuring everything is accurate and completed within the right timescales.
• Maintaining client records and keeping internal systems up to date.
• Helping the wider team manage their workload and ensuring nothing gets missed.

Who would suit this role?

You might already have experience in financial services administration, or you could be working in a general administration or customer service role and looking to take the next step.

What matters most is that you're organised, have a good eye for detail and communicate confidently with people. You'll need to be comfortable managing different priorities, following things through and taking pride in getting the details right.

Financial services experience would be useful, but it isn't essential. Training will be provided, with the opportunity to develop your knowledge of financial planning and build a longer-term career in the sector.

The opportunity

You'll be joining an established practice where your contribution will make a difference to both the team and its clients. It's a chance to develop new skills, gain experience in financial services and become an important part of the day-to-day running of the business.

If you're looking for a role where you can build on your existing skills and develop from there, we'd be happy to hear from you.

About Ellis James Partners

Ellis James Partners is a specialist financial services recruitment consultancy working with St. James's Place Partner Practices and financial planning businesses across the UK. We recruit across financial advice, paraplanning, wealth management and practice support, helping firms attract the people they need to grow.