Trainee Client Support Administrator (Financial Services)

Location: Birmingham, United Kingdom; hybrid work with at least three days per week in the local office or onsite with clients. Teams are also based in Chichester.

Company

hirify.global is a global professional services firm providing risk, people, benefits, investment, and management consulting services.

What you will do

• Provide account support for employee benefits clients, including preparing quote requests, processing renewals, and drafting recommendation reports.
• Gather, organise, and analyse data used to manage client employee benefit schemes.
• Partner with internal and external stakeholders to deliver client services.
• Respond to client and provider queries by phone and in writing in line with service level agreements.
• Attend client meetings when required and develop technical and market knowledge.
• Support continuous improvement within the team and location.

Requirements

• Five GCSEs at grades 9–4, including English and Maths.
• Right to work in the United Kingdom or Republic of Ireland; visa sponsorship is not provided.
• Previous client- or customer-facing experience, including experience in retail or hospitality.
• Working knowledge of Microsoft Excel, Word, and Outlook.
• Strong written and verbal communication, planning, organisation, prioritisation, and attention to detail.
• Ability to work independently and collaboratively while maintaining high-quality customer service.

Nice to have

• Interest in developing new skills and building a career in financial services.
• Willingness to share ideas, knowledge, and experience in a diverse and collaborative environment.

Culture & Benefits

• Hybrid work combining remote flexibility with office and client collaboration.
• Comprehensive training covering technical knowledge and processes.
• Apprenticeship opportunity including the industry-recognised Certificate of Insurance qualification.
• Career mobility, development, and advancement opportunities.
• Open and positive culture where diversity is valued and celebrated.