Trainee Administrator

Junior / 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