Financial Services Client Support Specialist (Trainee)

Ellis James Partners Limited; Nottingham; On-site; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Full training provided

Job summary

St. James's Place practice in Sandiacre is seeking a Client Support Administrator to assist advisers and the wider team, ensuring smooth client relationships. You will prepare documentation, coordinate meetings, support applications, and provide the behind-the-scenes organisation that lets advisers focus on clients.

Full training will be provided. This role could suit someone with financial services administration experience, a graduate, or someone with admin/customer service background looking

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 clients.
• Coordinate meetings with advisers.
• Support client applications.
• Provide behind-the-scenes organisation for advisers.

Skills

Financial services admin

Organisational skills

Communication skills

Career interest in financial planning

Job description

St. James's Place practice in Sandiacre is seeking a Client Support Administrator to assist advisers and the wider team, ensuring smooth client relationships. You will prepare documentation, coordinate meetings, support applications, and provide the behind-the-scenes organisation that lets advisers focus on clients.

Full training will be provided. This role could suit someone with financial services administration experience, a graduate, or someone with admin/customer service background looking