Client Support Administrator – Financial Services (Office-based)

Confidential; Durkar; On-site; GBP 25,000 - 26,000; Full time

Job summary

Ellis James Partners in Wakefield is seeking a Client Support Administrator to join their team. This office-based role focuses on keeping things organised, supporting advisers, and ensuring client details are accurate and up to date.

You will handle enquiries, support new business applications, and maintain records, with full training provided. The ideal candidate is detail-focused, organized, and communicates confidently to keep a smooth client service.

Qualifications

• Experience in financial services administration is useful but not essential.
• Full training provided to get up to speed.

Responsibilities

• 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.

Skills

Organised

Attention to detail

Communication skills

Prioritisation

Job description

Ellis James Partners in Wakefield is seeking a Client Support Administrator to join their team. This office-based role focuses on keeping things organised, supporting advisers, and ensuring client details are accurate and up to date.

You will handle enquiries, support new business applications, and maintain records, with full training provided. The ideal candidate is detail-focused, organized, and communicates confidently to keep a smooth client service.