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For Companies At a Glance
- Tasks: Be the go-to person for clients, managing their queries and supporting Financial Consultants.
- Company: Join a leading Wealth Management and Mortgage firm with a strong reputation.
- Benefits: Enjoy 30 days holiday, annual bonuses, study support, and a gym on-site.
- Why this job: Kickstart your career in finance with clear growth pathways and a supportive team culture.
- Qualifications: Ideal for recent graduates or those looking to train into a professional role.
- Other info: Participate in charity events and enjoy a birthday day off!
The predicted salary is between 28800 - 43200 £ per year.
About the Opportunity
We’re recruiting on behalf of a leading Wealth Management and Mortgage firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services. Ideal for a recent graduate or someone looking to train into a professional role. In this role, you’ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations.
What’s on Offer? Career Development & Benefits:
- Annual bonus scheme.
- 30 days holiday plus bank holidays.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- Further development into an Adviser role.
- BUPA Employee Assistance Program and access to an onsite commercial gym.
- Birthday day off and regular company events.
- Opportunities to contribute to the firm’s Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
Key Responsibilities:
- First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
- Case Management: Proactively manage client cases, supporting them throughout the application process.
- Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
- Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
- Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
- General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
Graduate 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 Graduate Administrator
✨Tip Number 1
Familiarise yourself with the wealth management and mortgage sectors. Understanding the basics of financial services will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the industry. Attend local finance-related events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 3
Prepare for common interview questions specific to client relationship roles. Think about how you would handle client inquiries and manage cases, as these scenarios are likely to come up during your interview.
✨Tip Number 4
Showcase your teamwork skills. Since this role involves collaboration with Financial Consultants and other team members, be ready to discuss examples of how you've successfully worked in a team environment.
We think you need these skills to ace Graduate Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the responsibilities of a Graduate Client Administrator. Emphasise any customer service experience or administrative roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you're interested in financial services and how your background makes you a suitable candidate for this position.
Highlight Soft Skills: In your application, focus on soft skills such as communication, teamwork, and problem-solving. These are crucial for a role that involves client interaction and collaboration with Financial Consultants.
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 essential in a compliance-focused role.
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 firm’s values, culture, and services. Understanding their approach to client relations and wealth management will help you tailor your responses and show genuine interest.
✨Prepare for Common Questions
Anticipate questions related to client management and teamwork, as these are key aspects of the role. Think of examples from your past experiences that demonstrate your ability to handle client inquiries and work collaboratively.
✨Show Enthusiasm for Learning
Since this position is ideal for recent graduates, express your eagerness to learn and grow within the financial services sector. Highlight any relevant coursework or projects that have prepared you for this role.
✨Ask Insightful Questions
At the end of the interview, be ready to ask thoughtful questions about the team dynamics, career development opportunities, and the firm’s approach to client relations. This shows your interest in the role and helps you assess if it’s the right fit for you.
