Junior Client Administrator

Have you recently finished school and looking for your first step in your career? First of all, congratulations on making it through school! We are looking to bring on an entry level Client Services Assistant/Client Administrator to join us. So if you are considering a career in the field of Wealth Management or looking to try something out get in touch.

With this opportunity comes the chance to explore the different career paths available to you in the future, depending on your strengths and aspirations; whether you wish to progress into a more senior client services role or go into paraplanning.

We’ll support you in building the foundations of your career and teach you everything there is to know about the industry.

What you’ll be up to...

As a successful Financial Planning/Client Services Assistant, you will support the Client Services Associate in the administration of client’s data and provide day to day administrative support to the team based from our East Midlands office. You will:

• Manage prospects by working with the Relationship Managers to manage leads, coordinate initial meetings and prepare relevant documentation
• Update and maintain client data on our back office system Xplan
• Review meeting preparation, prepare documents and obtain updates and valuations from providers
• Send and chase Letters of Authority
• General office administration i.e. manage post, printing, booking meeting rooms etc.

What we’re looking for...

For this role you do not need any prior experience. What we are looking for is someone who is:

• A people person – we will support you to start engaging with clients, providers and other team members
• A team player – we help each other out and love a team social
• Self-motivated to learn both on the job and through study as ideally, we would like you to work towards the Diploma in Financial Planning as part of your career progression

A bit about CP...

We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice. We work with privately owned, not for profit and multi-national businesses across the UK to help them become more aware of their financial position, become more financially efficient, help them grow and much more.

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.

In 2022 & already in 2023, we achieved some fantastic feats, and we couldn't be more over the moon!

• Partnered with Waterland Private Equity since July 2022, and are now on a lightning-fast growth journey
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards
• Achieved 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• Recently became B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow

What's in it for you...

We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• If you would like to do this role as part of an apprenticeship we would happily support
• Robust support to see you through your qualification
• Open Holidays – unlimited paid annual leave to take what you need to feel well rested
• We are currently undertaking a 100-80-100 trial, otherwise known as a “4 day work week trial” to reduce our working hours by 20%
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for recruitment agencies…

Agencies, we love you… but unsolicited CV’s will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us – please send a message to , should we have anything we need additional support on, we will reach out to you.