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- Tasks: Support financial advisers and manage client requests in a dynamic environment.
- Company: Reputable wealth management practice with a supportive culture.
- Benefits: Competitive salary, structured training, and clear career progression.
- Other info: Hybrid working options available for a balanced work-life.
- Why this job: Kickstart your career in financial planning with hands-on experience and growth opportunities.
- Qualifications: Organisational skills and a desire to learn; experience in finance is a plus.
A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want!
This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.
The Role- Booking and managing client review meetings
- Preparing documentation and completing AML checks
- Processing new business and policy changes
- Managing Salesforce tasks and opportunities
- Liaising with financial advisers, paraplanners and providers
- Ensuring SLAs and compliance standards are met
- Financial services / Financial planning experience preferred, but not essential
- Strong organisational skills and high attention to detail
- Professional communication skills
- Comfortable working in a structured, process-driven environment
- Keen to build a long-term career in wealth management
- Established, reputable Financial Planning environment
- Structured training
- Professional, team-based culture
- Exposure to experienced advisers and planners
- Clear progression pathway
- Long-term career stability
This is an excellent opportunity for either an experienced administrator or someone looking to enter the Financial Planning industry within a supportive, well-run practice.
Technical Administrator in Stone employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Administrator in Stone
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work in wealth management. Attend local events or join online forums to connect with potential employers and get insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to the role of a Technical Administrator. Think about how your skills can support financial advisers and improve client experiences. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed tasks or projects effectively. Highlight your attention to detail and how it can help in processing new business and managing client requests.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team in the wealth management space.
We think you need these skills to ace Technical Administrator in Stone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Technical Administrator role. Highlight any relevant experience in financial services or administration, even if it's from a different industry.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this opportunity. Share your passion for wealth management and how you see yourself growing within our team. A personal touch goes a long way!
Showcase Your Organisational Skills: Since this role requires strong organisational skills, consider including examples of how you've successfully managed tasks or projects in the past. This will help us see your potential fit for the structured environment we offer.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Make sure you understand the basics of financial services and wealth management. Brush up on key terms and processes, especially those related to client support and administration. This will show that you're genuinely interested in the role and ready to hit the ground running.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure compliance with standards.
✨Practice Professional Communication
As you'll be liaising with financial advisers and clients, practice your communication skills. Think about how you would explain complex information clearly and concisely. You might even want to role-play common scenarios to build your confidence.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.