Financial Services Client Admin Trainee

Leapfrog Recruitment Consultants; United Kingdom; On-site; GBP 20,000 - 32,000; Full time

Job summary

Leapfrog Recruitment Consultants is seeking a organised, motivated junior administrator to support a regulated financial services client base. You will assist with day-to-day administration under supervision, liaising with clients and intermediaries, and helping meet deadlines.

The role offers training, exposure to client reviews, billing support, and a path to develop regulatory knowledge. A-level or equivalent and strong attention to detail are desirable; reliability and discretion are

Qualifications

• Must have A-levels or equivalent and interest in financial services.
• Excellent attention to detail and ability to meet deadlines.
• Strong written and verbal communication.

Responsibilities

• Assist with day-to-day administration of a client portfolio.
• Liaise with clients and intermediaries with guidance.
• Monitor the central diary system and deadlines.
• Prepare meeting minutes and client correspondence.
• Assist with billing and debt collection.
• Maintain accurate client records and files.
• Follow risk, compliance and AML procedures.
• Support colleagues across the team.
• Complete continuing professional development activities.
• Work toward chargeable-time and performance targets.

Skills

Organised

Attention to detail

Analytical skills

Communication skills

Discretion

Reliability

Team player

Education

A-levels or equivalent

Job description

Leapfrog Recruitment Consultants is seeking a organised, motivated junior administrator to support a regulated financial services client base. You will assist with day-to-day administration under supervision, liaising with clients and intermediaries, and helping meet deadlines.

The role offers training, exposure to client reviews, billing support, and a path to develop regulatory knowledge. A-level or equivalent and strong attention to detail are desirable; reliability and discretion are