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- Tasks: Support financial planners with administrative tasks and client service.
- Company: A growing, independent financial planning company focused on client success.
- Benefits: Salary between £24,000 - £26,000 plus a full benefits package.
- Why this job: Kickstart your career in wealth management with full training and support.
- Qualifications: Prior administrative experience in a professional office is preferred.
- Other info: Office-based role with opportunities for long-term career growth.
The predicted salary is between 24000 - 26000 £ per year.
Nottinghamshire
Salary £24,000 - £26,000 dep on experience + full benefits package
My client is a growing, nationwide, 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.
Trainee Administrator / Client Services Coordinator in Nottingham employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Administrator / Client Services Coordinator in Nottingham
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their client-focused approach.
✨Tip Number 3
Practice your communication skills! As a Trainee Administrator, you'll be interacting with clients and colleagues. Role-play common scenarios with friends or family to boost your confidence and polish your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Trainee Administrator / Client Services Coordinator in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Administrator / Client Services Coordinator role. Highlight any relevant administrative experience and client service skills that match what we're looking for. We want to see how you can support our advisers!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background makes you a great fit. We love seeing enthusiasm and a genuine interest in financial services.
Showcase Your Attention to Detail: In a role like this, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves right from the start!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and client services. Brush up on common terminology and processes in the industry. This will not only show your interest but also help you answer questions more confidently.
✨Showcase Your Admin Skills
Since this role involves a lot of administrative tasks, be ready to discuss your previous experience in client service and administration. Prepare specific examples of how you've successfully managed tasks in a professional environment, highlighting your attention to detail and organisational skills.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows that you're genuinely interested in the position and eager to grow within the company.
✨Be Personable and Professional
As you'll be supporting Financial Planners and interacting with clients, it's crucial to demonstrate strong interpersonal skills. Practice being friendly yet professional during the interview. A warm smile and good eye contact can go a long way in making a positive impression!