Financial Services Client Support Specialist (Trainee)

Confidential; East Midlands; On-site; GBP 21,000 - 27,000; Full time

Job summary

St. James's Place in Sandiacre is seeking a Client Support Administrator to join a growing practice. You will help keep client relationships running smoothly by preparing documentation, coordinating meetings, supporting applications, and providing behind-the-scenes organisation for advisers.

Full training will be provided, making this a strong entry path for graduates or those with administration or customer service experience who want to build a career in financial planning.

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

• Prepare documentation for client cases and adviser projects.
• Coordinate meetings and client appointments with the wider team.
• Support applications and provide the behind-the-scenes organisation that allows advisers to focus on clients.

Skills

Financial services administration

Organisation

Communication skills

Career in financial planning

Job description

St. James's Place in Sandiacre is seeking a Client Support Administrator to join a growing practice. You will help keep client relationships running smoothly by preparing documentation, coordinating meetings, supporting applications, and providing behind-the-scenes organisation for advisers.

Full training will be provided, making this a strong entry path for graduates or those with administration or customer service experience who want to build a career in financial planning.