Trainee Administrator / Client Services Coordinator

North Oak Recruitment; West Bridgford; On-site; GBP 24,000 - 26,000; Full time

Job summary

A leading financial planning firm in West Bridgford is seeking a Trainee Administrator / Client Services Coordinator to support financial planners and develop a career in wealth management. This office-based role involves administrative support tasks, managing client information, and ensuring professional communication. Ideal candidates have prior administrative experience and strong IT skills. The role offers a salary of £24,000 - £26,000 depending on experience, plus a comprehensive benefits package.

Qualifications

• Previous administrative experience in a client service and client administration.
• High attention to detail and organised.

Responsibilities

• Provide administrative support to two Financial Planners.
• Maintain and accurately update client information on internal systems.
• Assist with the preparation of client documentation.
• Process new business applications and monitor progress.
• Greet clients professionally and act as first point of contact.

Skills

Strong IT skills, including Microsoft Office

Professional communication skills

Organisational skills

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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