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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 firm with a collaborative and supportive culture.
- Benefits: Enjoy 30 days holiday, annual bonuses, study support, and a positive work environment.
- Why this job: Kickstart your career in finance with real growth potential and industry qualifications.
- Qualifications: Strong communication skills and a desire to excel in financial services.
- Other info: Participate in charity events and enjoy a birthday day off!
The predicted salary is between 20000 - 24000 £ per year.
About the Opportunity
We’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. 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.
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.
What You’ll Need to Succeed
- A desire to progress in a professional financial services environment.
- Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
- Strong organisational abilities and the capacity to manage multiple tasks effectively.
- A proactive, solutions-focused mindset with a commitment to delivering outstanding service.
- Willingness to pursue industry qualifications and develop your expertise.
What’s on Offer?
- Annual bonus scheme.
- 30 days holiday plus bank holidays.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- 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.
Why Apply?
This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
Trainee IFA Administrator in Taunton employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee IFA Administrator in Taunton
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those working in wealth management. Attend local events or join online forums to connect with potential employers and learn more about the role.
✨Tip Number 2
Prepare for interviews by practising common questions related to client relationship management. Think about how you can demonstrate your communication skills and proactive mindset through real-life examples.
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with recruiters or during interviews, express your eagerness to grow within the company and your commitment to pursuing industry qualifications.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Trainee IFA Administrator in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee IFA Administrator role. Highlight any relevant experience or skills that match the job description, especially in client relations and administration.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you want to start your career in financial services and how you can contribute to the team.
Showcase Your Communication Skills: Since this role involves being the first point of contact for clients, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Stuff
Before the interview, make sure you understand the basics of wealth management and the role of a Client Relationship Manager. Brush up on key terms and concepts, as well as the company’s values and services. This will show your genuine interest and help you answer questions confidently.
✨Showcase Your Communication Skills
Since this role involves being the first point of contact for clients, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your communication style and ensure you can build rapport easily.
✨Demonstrate Your Organisational Skills
Be prepared to discuss how you manage multiple tasks effectively. Think of examples from your past experiences where you successfully juggled responsibilities. This will highlight your ability to handle the operational support aspect of the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your enthusiasm for the role and the company. Inquire about the team culture, opportunities for professional development, or how success is measured in the position. This not only demonstrates your interest but also helps you assess if the company is the right fit for you.
