At a Glance
- Tasks: Be the first point of contact for clients and manage their financial planning cases.
- Company: Dynamic wealth management firm focused on client experience and growth.
- Benefits: Competitive salary, bonus, study support, 30 days holiday, and wellness perks.
- Other info: Join a collaborative team with genuine opportunities for career progression.
- Why this job: Gain valuable client exposure and a clear pathway to becoming a Financial Adviser.
- Qualifications: Experience in IFA or wealth management administration is essential.
This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day.
The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop.
What the role involves:
- Acting as the first point of contact for clients, handling queries and providing clear updates
- Managing cases from enquiry through to completion, ensuring steady progress throughout
- Liaising with providers, advisers, and third parties to keep everything on track
- Supporting Financial Consultants with documentation, workflow, and preparation
- Maintaining accurate client records in line with FCA and data protection requirements
- Working with the Head of Client Relations to improve processes and efficiency
What good looks like:
- Clients receive timely, clear communication and feel well supported
- Cases move smoothly without unnecessary delays or chasing
- Advisers are properly supported and able to focus on advice
- Work is organised, accurate, and consistently reliable
Who this suits:
- Someone already working in IFA or wealth management administration
- Looking for more client exposure and responsibility
- Comfortable managing multiple cases without losing detail
- Confident communicator who can build trust with clients
- Interested in progressing towards an adviser role over time
Background and experience:
- Experience in IFA or wealth management administration is essential
- Understanding of how financial planning cases progress end-to-end
- SJP experience is beneficial but not required
- Strong organisation and attention to detail
- A proactive, professional approach to work
What's on offer:
- £26,000 - £32,500 salary plus bonus
- Full study support towards industry qualifications
- 30 days holiday plus bank holidays
- Pension, sick pay, and BUPA wellbeing support
- Additional perks including birthday leave and company events
- A collaborative team environment with genuine progression opportunities
If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
Technical Administrator - Financial Planning in Montpellier employer: Ellis James Partners Ltd
Join a dynamic financial planning practice in Cheltenham, where your role as a Technical Administrator will be pivotal in enhancing client relationships and ensuring seamless case management. With a strong emphasis on professional development, you'll benefit from full study support towards industry qualifications, generous holiday allowances, and a collaborative work culture that prioritises employee growth and well-being. This is an excellent opportunity for those looking to advance their career in wealth management while enjoying a supportive and engaging workplace.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Administrator - Financial Planning in Montpellier
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Technical Administrator - Financial Planning in Montpellier
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
