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For Companies At a Glance
- Tasks: Support Relationship Managers with admin tasks and client interactions.
- Company: Join a dynamic Advisory team focused on client success.
- Benefits: Gain hands-on experience with clear pathways for career growth.
- Other info: Perfect for those eager to learn and grow in a supportive environment.
- Why this job: Kickstart your career in finance while making a real impact.
- Qualifications: Strong attention to detail and a customer-focused mindset.
The predicted salary is between 25000 - 32000 £ per year.
We’re looking for an organised and motivated individual to join our Advisory team in a trainee support role. This position provides hands‑on exposure to deal progression, client interaction, and financial advisory processes, with a clear development pathway into more senior support or coordination roles.
The Role
- You’ll provide day‑to‑day administrative and operational support to Relationship Managers and Relationship Directors, helping to ensure accurate processing, smooth deal progression, and excellent customer outcomes.
Key responsibilities include:
- Supporting the preparation of quotes, documentation, and deal progression
- Liaising with clients, funders, suppliers, and internal teams
- Managing data, records, and communications through the CRM system
- Supporting meetings, follow‑ups, and stakeholder communication
- Ensuring work is completed accurately and in line with regulatory and compliance requirements
- Contributing to a positive customer experience, following Treating Customers Fairly principles
What We’re Looking For
- Strong attention to detail and good organisational skills
- Confident written and verbal communication
- A professional, customer‑focused approach
- Willingness to learn about financial products, credit processes, and the asset finance market
- Comfortable working with data, systems, and documentation
- Previous experience in administration, customer service, finance, or property is beneficial but not essential.
Trainee Relationship Support Executive employer: BTG
Contact Detail:
BTG Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Relationship Support Executive
✨Tip Number 1
Get to know the company! Research our Advisory team and understand what we do. This will help you tailor your conversations during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Practice your communication skills! Since this role involves liaising with clients and internal teams, being able to express yourself clearly is key. Try role-playing common scenarios with a friend or family member.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will demonstrate your ability to support Relationship Managers effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and keen to join our team.
We think you need these skills to ace Trainee Relationship Support Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Relationship Support Executive role. Highlight any relevant admin or customer service experience, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background makes you a great fit. Keep it professional but let your personality come through.
Showcase Your Communication Skills: Since this role involves liaising with clients and internal teams, make sure your written application demonstrates your confident communication style. Clear and concise writing will show us you can handle the job!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at BTG
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Trainee Relationship Support Executive role. Familiarise yourself with the key responsibilities like supporting deal progression and liaising with clients. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since the job requires strong organisational skills, prepare examples from your past experiences where you've successfully managed tasks or projects. Be ready to discuss how you prioritised your workload and ensured accuracy in your work, as this will demonstrate your fit for the role.
✨Brush Up on Communication Skills
As you'll be interacting with clients and internal teams, practice your verbal and written communication skills. Consider doing mock interviews with a friend or family member, focusing on clear and professional responses. This will help you feel more at ease during the actual interview.
✨Demonstrate a Willingness to Learn
The company values a willingness to learn about financial products and processes. Prepare to discuss how you've approached learning in the past, whether through formal education or self-study. Showing enthusiasm for expanding your knowledge will make a positive impression.