Client Support Administrator - Financial Planning

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

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