We’re looking for an organised and motivated individual to join our Advisory team in a trainee support role. This position provides hands‑on exposure to deal progression, client interaction, and financial advisory processes, with a clear development pathway into more senior support or coordination roles.

The Role

You’ll provide day‑to‑day administrative and operational support to Relationship Managers and Relationship Directors, helping to ensure accurate processing, smooth deal progression, and excellent customer outcomes.

Key responsibilities include:

• Supporting the preparation of quotes, documentation, and deal progression
• Liaising with clients, funders, suppliers, and internal teams
• Managing data, records, and communications through the CRM system
• Supporting meetings, follow‑ups, and stakeholder communication
• Ensuring work is completed accurately and in line with regulatory and compliance ...