Full job descriptionJunior / Trainee Administrator
Location: Office-Based – 5 days a week on site in Coventry
Job Type: Full-Time, Permanent
Our client, a well-established and respected financial planning firm, is seeking a Junior Administrator to join their growing team. This is an excellent opportunity for someone with administration experience in financial services who is eager to develop their technical knowledge.
You’ll join a supportive and professional environment where training, development, and long-term career progression are genuinely encouraged.
The Role
Working closely with Advisers, you will play a key role in supporting the financial planning process while gaining valuable industry knowledge and hands-on experience.
Key Responsibilities
*Providing administrative support to the financial planning team.
*Preparing and processing client documentation accurately and efficiently.
*Maintaining and updating client records and databases.
*Liaising with clients, providers, and colleagues in a professional manner.
*Managing incoming correspondence, emails, and telephone enquiries.
*Assisting with compliance and regulatory administration.
*Supporting the preparation of suitability reports and paraplanning activities as your knowledge develops.
*Always delivering a high level of client service.


About You
To be successful in this role, you will have:
*Excellent communication skills, both written and verbal.
*Strong organisational skills and exceptional attention to detail.
*Good IT skills, including Microsoft Office.
*A proactive attitude and willingness to learn.
*The ability to work effectively within a close-knit team.
*A professional, client-focused approach.


What’s on Offer?
*Competitive salary
*Full-time, permanent position.
*Ongoing training and development opportunities.
*Supportive and collaborative working environment.
*Exposure to all aspects of the financial planning process.
*Opportunity to build a long-term career