Client Support Administrator
Sandiacre St. James's Place
A growing St. James's Place practice in Sandiacre is looking to add to its team with a Client Support Administrator.
This could suit someone already experienced in financial services administration, a graduate, or someone with administration/customer service experience who wants to build a career within financial planning.
You'll work closely with the advisers and wider team, helping to keep client relationships running smoothly. That means preparing documentation, coordinating meetings, supporting applications and providing the behind-the-scenes organisation that allows advisers to focus on their clients.
Full training will be provided.
You’ll ideally have:
- 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
For someone joining at trainee level, full support and training will be provided.
Why join?
You'll be joining an established SJP practice where there is genuine scope to develop your career rather than simply filling an administrative role. Whether you're already experienced or looking to take your first step into financial services, the role can grow with you.
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Client Support Administrator in Nottingham employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team