Junior Wealth Management Administrator in West Bridgford - Brevere Group

A growing professional services firm is seeking a Trainee Administrator / Client Services Co-ordinator to support a small team of advisers and begin a long-term career within a professional office environment.

This opportunity would suit someone with previous administrative experience who enjoys working with clients and is keen to develop their skills further. Full training will be provided, making this an ideal entry point for someone looking to build a career within a regulated, client-focused industry.

The role will be fully office-based initially and includes front-of-house responsibilities, offering a varied position combining administration, client contact and general office support.

Key Responsibilities

• Providing administrative support to advisers
• Maintaining and updating client records on internal systems
• Assisting with the preparation of reports, meeting packs and documentation
• Processing applications and monitoring progress through internal processes
• Managing incoming and outgoing post
• Acting as a first point of contact for clients and visitors
• Handling telephone calls and email enquiries
• Supporting internal procedures and compliance processes
• Helping to maintain a professional, organised and welcoming office environment

About You

• Previous administrative experience within a professional office environment
• Client service or customer-facing experience is beneficial
• Strong IT skills, including Microsoft Office
• Highly organised with good attention to detail
• ?Confident communicator with a professional telephone manner
• Willingness to learn, develop and undertake further training
• Reliable, proactive and enthusiastic

This role offers structured training, day-to-day exposure to a professional services environment, and long-term career development opportunities.

By applying for this role, you agree that we may hold and process your personal data in line with our Privacy Policy. Further information on how we use your data can be found on our website.