Trainee Administrator / Client Services Coordinator

North Oak Recruitment; East Midlands; On-site; GBP 24,000 - 26,000; Full time

Job summary

A leading financial services recruiting agency seeks a Trainee Administrator / Client Services Coordinator in Nottinghamshire. This role supports Financial Planners and offers a chance to build a career in wealth management. Ideal for candidates with previous administrative experience, strong IT skills, and a proactive attitude. Full training is provided, with the role being fully office-based for at least the first year. Apply now if you're keen to develop in a dynamic environment.

Qualifications

• Previous administrative experience in a client service and client administration within a professional office environment.
• No previous experience in wealth management required.
• Willingness to learn and develop and undertake professional qualifications.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and manage telephone and email enquiries.
• Support compliance procedures and internal processes.
• Deliver a friendly, professional and organised office environment.

Skills

Strong IT skills, including Microsoft Office

Professional communication skills

Highly organised with strong attention to detail

Job description

Trainee Administrator / Client Services Coordinator

Nottinghamshire (our Ref AL1398)

Salary 24,000 - 26,000 dep on experience + full benefits package

My client is a growingnationwide, independent financial planning company and they are committed to delivering clear, professional and client focused advice to individuals and families, trustees and business owners. They are looking to recruit a Trainee Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management.

This role is ideal for someone with prior administrative experience in client service and client administration within a professional office environment who is keen to develop a career in financial services. Full training will be provided. The role is fully office-based for at least the first year and includes responsibility for front of house duties.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of valuations, meeting packs and client documentation.
• Process new business applications and monitor progress through to completion.
• Manage incoming and outgoing post.
• Greet clients professionally and act as a first point of contact.
• Answer and manage telephone and email enquiries.
• Support compliance procedures and internal processes.
• Deliver a friendly, professional and organised office environment.

About You

• Previous administrative experience in a client service and client administration within a professional office environment.
• No previous experience in wealth management required.
• Strong IT skills, including Microsoft Office.
• Highly organised with strong attention to detail.
• Professional communication skills and confident telephone manner.
• Willingness to learn and develop and undertake professional qualifications.
• Reliable, proactive and enthusiastic.

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