Trainee Client Experience Administrator

Trainee Client Experience Administrator


Financial Services

£30,000 - £23,000

  • 35 hour week (Monday to Friday)
  • 25 days’ holiday
  • Pension
  • DIS x4
  • Income Protection
  • Plus a superb range of flexi-benefits
  • Free parking


Do you possess some administration skills and are keen to start your career within Financial Services?


An Administrator is required to join a highly regarded and well-established Financial Services business in Sheffield, where employees are truly valued, supported and rewarded. Working within a team of 10, you will be required to provide a quality administration and support service to high net worth clients, allowing the Advisers to focus on the client relationships.

Training will be provided and responsibilities will include:-

  • Prepare personalised client packs for Advisers, prior to client meetings
  • Obtain information from providers on clients existing financial arrangements
  • Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales
  • Upload the necessary documentation into the back-office system and scan other documents as required
  • Deal with client and provider correspondence
  • Ensure that the client file is compliant
  • Be responsible for scanning and archiving client files
  • To undertake any other duties commensurate with your grade, skills and experience
  • To participate in appropriate company and departmental training, competence and development initiatives.

Recently qualified graduates however, consideration will be given to candidates at the start of their career holding 5 x GSCE (at level 4 and above)

  • Must have some administration experience
  • Excellent knowledge of Microsoft Office packages including Word, Excel and Outlook
  • Commitment to pass basic financial industry exam within 3 months of employment (internal exam)
  • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
  • An articulate communicator
  • Outstanding telephone manner with the ability to build rapport quickly
  • Honesty, integrity and ability to maintain confidentiality
  • Hard working and responsive to the need to deliver a high-quality support service
  • Attention to detail and high standards of work
  • Team player but must be able to work independently and use own initiative


Know someone who the above job would be a perfect fit for?

REFER THEM …and receive £250 when they start in their new role!

Are you interested?

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