Client Support Coordinator

1 week ago


Derby, United Kingdom Ellis James Partners Ltd Full time
Client Support Administrator

Are you looking for a role that offers variety, responsibility, and the potential to grow in a growing practice?

We're seeking a Client Support Administrator to join our team at Ellis James Partners Ltd. This role is ideal for someone with an administrative background, who is eager to develop in the Wealth Management Sector.

Key Responsibilities:
  • Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.
  • Maintain excellent client relationships and provide exceptional customer service.
  • Work closely with a senior adviser to develop skills and knowledge in financial services.
  • Contribute to the growth and development of the practice.
What We're Looking For:
  • Administrative experience, ideally in financial services.
  • Strong interpersonal, communication, and problem-solving abilities.
  • Flexibility to work with a single adviser as the practice grows.
  • A strong desire to develop skills and knowledge in financial services.

We offer a competitive salary, flexible working arrangements, and opportunities for career advancement. If you're looking for a challenging and rewarding role, apply now to join our team at Ellis James Partners Ltd.


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