Ellis James Partners Limited in Elstree, Hertfordshire, is seeking a Client Administrator to support the day-to-day delivery of a high-quality service to clients. This office-based role (Mon-Fri) offers a salary of £25,000–£30,000 per year.
You will work closely with Financial Advisers, clients and providers, helping to keep cases moving while gaining exposure to the technical side of financial planning. Strong communication and organisational skills are essential.
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Client Administrator – Wealth Management & Client Onboarding in Elstree employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team
