Client Support Administrator - Trainee (Finance)

Ellis James Partners Ltd; East Midlands; On-site; GBP 18,000 - 24,000; Full time

Job summary

Ellis James Partners Ltd in the East Midlands is seeking a Client Support Administrator to join a growing practice. You will work closely with advisers, handling documentation, scheduling and supporting applications to keep client relationships running smoothly.

Full training will be provided, making this a strong entry path into financial planning for graduates or those with administrative or customer service backgrounds.

Qualifications

• Experience in financial services administration or transferable administration experience.
• Excellent organisation and attention to detail.
• Good communication skills and a professional approach.
• Interest in developing a career within financial planning.

Responsibilities

• Prepare documentation for clients and advisers.
• Coordinate meetings and manage scheduling.
• Support applications and process paperwork behind the scenes.
• Keep client relationships running smoothly with the team.

Skills

Financial services administration

Organisation

Communication skills

Career interest in financial planning

Job description

Ellis James Partners Ltd in the East Midlands is seeking a Client Support Administrator to join a growing practice. You will work closely with advisers, handling documentation, scheduling and supporting applications to keep client relationships running smoothly.

Full training will be provided, making this a strong entry path into financial planning for graduates or those with administrative or customer service backgrounds.