Trainee Administrator / Client Services Coordinator

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 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 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.

If this role is of interest, please apply with an up-to-date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.