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- Tasks: Support advisers, manage client files, and liaise with clients and providers.
- Company: Join a respected wealth management firm in Manchester with a collaborative culture.
- Benefits: Enjoy hybrid working, biannual bonuses, and long-term development support.
- Why this job: Kickstart your career in finance with real progression opportunities and a supportive team.
- Qualifications: Some office experience preferred; training provided for the right candidate.
- Other info: Full-time hours are Monday to Friday, 9am to 5pm.
The predicted salary is between 20000 - 30000 £ per year.
We’re supporting a highly regarded wealth management firm in Manchester looking to add a Trainee Client Administrator to their team.
This is a great chance to deliver top-tier client support in a collaborative team, with hybrid working and company bonuses included.
Key Responsibilities- Support advisers with technical admin, meeting prep & follow-up
- Manage client files and process applications accurately
- Liaise with clients, product providers & third parties
- Use Salesforce CRM to update records and generate reports
- Produce templated letters and correspondence
- Some office experience preferred (training provided)
- Familiarity with client systems like Salesforce (bonus)
- Confident communicator with great attention to detail
- £25,000 – £30,000 salary (DOE)
- Biannual bonus (8% of salary last year)
- Hybrid working (1 day from home)
- Full-time: Mon–Fri, 9am–5pm
- Long-term development & exam support
If you’re looking to build your career in financial services and want to be part of a well-respected practice with real progression potential—this could be the one.
IFA Administrator employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Familiarise yourself with Salesforce CRM before your interview. Since the role involves using this system, having a basic understanding of how it works will show your initiative and readiness to hit the ground running.
✨Tip Number 2
Brush up on your communication skills. As a Trainee Client Administrator, you'll be liaising with clients and third parties, so practice clear and confident communication to demonstrate your ability to handle client interactions effectively.
✨Tip Number 3
Research the wealth management firm and its services. Understanding their offerings and values will help you tailor your responses during the interview and show that you're genuinely interested in being part of their team.
✨Tip Number 4
Prepare examples from your past experiences that highlight your attention to detail and organisational skills. These qualities are crucial for managing client files and processing applications accurately, so be ready to discuss them.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant office experience and skills that align with the responsibilities of a Trainee Client Administrator. Emphasise your attention to detail and communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in wealth management and how you can contribute to the team, particularly in client support and administration.
Highlight Relevant Skills: If you have experience with client systems like Salesforce, be sure to mention it. Even if you don't, express your willingness to learn and adapt to new technologies, as this is a key part of the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the position.
How to prepare for a job interview at Ellis James Partners Ltd
✨Research the Company
Before your interview, take some time to learn about the wealth management firm. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest.
✨Prepare for Common Questions
Think about questions related to client support and administration. Be ready to discuss your attention to detail and communication skills, as these are crucial for the role of a Trainee Client Administrator.
✨Showcase Your Experience
Even if you have limited office experience, highlight any relevant skills or experiences. Discuss how you've managed tasks, communicated with clients, or used technology in previous roles.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of the interview. Inquire about team dynamics, training opportunities, or the company's approach to client relationships. This shows your enthusiasm and engagement.
