We’re hiring: Trainee Client Services Administrator

Job Title: Trainee Client Services Administrator

Purpose of Job: To support Financial Planners and ensure smooth delivery of excellent client service and client communication, as per business processes.

Reports To: Business Manager

Salary Range: £19,000 – £23,000 depending on experience

Working Hours: 9-5 pm Monday – Friday


About the role

The role of the Trainee Client Services Administrator is to assist in delivering excellent customer service to our clients and assisting with administrative support to the Paraplanners and Financial Planner. Experience within the Financial Planning industry is desired but not essential if you have an extensive administration background. We would encourage enrolling on our Development Roadmap to ensure continued learning and progression within the company.

Download the job specification here for full details of the role’s responsibilities, and a list of essential and desirable criteria.


If you feel you are suitable for this Trainee Client Services Administrator role then please apply today to info@janesmithfinancial.com with your CV, a covering letter detailing why you would be suitable for the role, together with your salary expectations.

Please be made aware that some pre-employment background checks will be required for this role.

N.B., we do not accept recruitment agencies.


Why choose Jane Smith Financial Planning

As a successful and award-winning chartered financial planning firm our ethos is to provide an independent financial planning service, building relationships that last a lifetime with both our clients and our staff. With a small but highly trained and qualified team, Jane Smith is looking for another individual who is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards.

We understand the right balance is needed when it comes to work and personal life. So, we do all we can to encourage a good work-life balance, currently working on a 60/40% split of office and home working with potential for early Friday finishes. Coupled with a competitive salary and beneficial perks, we aim to sure we support each other.


25 days holiday (plus bank holidays)

3% employer pension contribution

Health Cashback Scheme enrolment

Training allowance / support towards qualifications

Potential for bonus up to 10% of salary

Potential for hybrid working

Potential for Friday early finishes

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