Trainee Client Services Administrator

1 week ago


Bracknell, United Kingdom Ortus PSR Full time

Trainee IFA Administrator – Bracknell | Up to £25,000 | Office Based

Are you looking to begin your career in financial services? An exciting opportunity has opened for a Trainee IFA Administrator in Bracknell. This role is perfect for someone eager to learn and grow within a professional, client-focused environment.

What’s on Offer:
  • Salary up to £25,000
  • Career progression and full training
  • Supportive and inclusive work culture
  • 25 days’ holiday, plus birthday leave
  • Opportunity to grow in a forward-thinking financial services firm
Role Overview:

In this role, you’ll support Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance. You’ll work closely with a collaborative team that values transparency, loyalty, and customer service excellence.

Ideal Candidate:
  • Excellent organisational and time-management skills
  • Attention to detail and proficiency with Microsoft Office
  • Eagerness to learn and grow in financial services
  • Ability to thrive in a team setting

This is a fantastic opportunity to start your journey in financial services, with plenty of room for career development. Apply today and be part of a supportive, vibrant environment

Apply Now


  • Trainee Administrator

    3 months ago


    Bracknell, United Kingdom The Recruiters Room Full time

    Our client based in central Bracknell, have an exciting opportunity for a Trainee Administrator to join their team. This is would a great role for anyone who hasn't worked in an office-based environment before and looking for their first steps into their commercial career. The role will involve supporting several small teams in anything Administrative....


  • Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key administration tasks, managing client documentation, and ensuring compliance.Key...


  • Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) with key administration tasks, managing client documentation, and ensuring compliance.Key...


  • Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...


  • Bracknell, Bracknell Forest, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly motivated and organized individual to join our team as a Trainee Client Services Administrator. As a key member of our administrative team, you will play a vital role in supporting our Independent Financial Advisors with key tasks, ensuring compliance, and delivering exceptional client service.Key...


  • Bracknell, United Kingdom Kingsgate Recruitment Full time

    **£30K OTE** Are you looking to start a career in Customer Services? Are you confident and customer focused? No experience is necessary, as our training programme is aimed at providing you with the skills and knowledge you need. The main role of Trainee Customer Service Executives is to learn our customer services and administration processes, and to...


  • Bracknell, United Kingdom The Recruiters Room Full time

    **TRAINEE ACCOUNTS ADMINISTRATOR** **BRACKNELL** **PERMANENT** **£23,000** No previous accounting experience is necessary; however, some knowledge of accounting would be beneficial. Perhaps you are currently studying towards your AAT or looking into doing this? **Do you possess**: - Microsoft Office and computer skills? - Strong organisational skills? -...


  • Bracknell, Bracknell Forest, United Kingdom GHPC Group Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at GHPC Group Ltd. As a key member of our Bracknell office, you will play a crucial role in ensuring the smooth operation of our business.Key ResponsibilitiesManage, coordinate, and prepare electronic project files and documentsProvide general...


  • Bracknell, Bracknell Forest, United Kingdom GHPC Group Ltd Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at GHPC Group Ltd. As a key member of our Bracknell office, you will play a crucial role in ensuring the smooth operation of our business.Key ResponsibilitiesManage, coordinate, and prepare electronic project files and documentsProvide general...


  • Bracknell, United Kingdom The Recruiters Room Full time

    CLIENT SERVICE ADMINISTRATOR£25,000 + BONUS OF UP TO £5,200BRACKNELLPERMANENT *** Our Client is happy to train people who don't come from the property industry but can demonstrate a reasonably good academic background and are committed to working hard and learning in a fast paced environment*** Our client based in Bracknell are going through an exciting...

  • Client Administrator

    1 month ago


    Bracknell, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Bracknell, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As a Client...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Client Administrator

    3 months ago


    Bracknell, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bracknell, United Kingdom Client Full time

    Electrical Field Service & Installation Engineer £38,000 - £40,000 + Overtime + Van + Training Covering a Southern Patch-You should be based in the Surrey, Berkshire, North Hampshire areaAre you a Field Service Engineer from an electrical installations background looking for a varied days based position with a competitive salary, overtime and excellent...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an ambitious and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This role will provide full administrative support to Financial Planners and involve building relationships with clients to deliver a positive and sleek client experience.Key ResponsibilitiesWork closely...