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- Tasks: Support financial advisers and manage client records with precision.
- Company: Join a top Financial Planning firm known for nurturing talent.
- Benefits: Enjoy exam support, salary increases, and flexible work locations.
- Why this job: Grow your career in a positive, collaborative environment with real impact.
- Qualifications: Experience in financial services is a plus; strong admin skills required.
- Other info: Opportunities to advance to a Financial Adviser role.
Technical Administrator – Financial Adviser Support
Location: Bournemouth
Salary: £25,000 – £29,000
Are you an organised and detail-oriented professional seeking to grow your career in financial services?
A well-established Financial Planning firm known for developing high performing Financial Advisers is seeking an enthusiastic professional to join their adviser support team.
What will you do?
- Collaborate closely with financial advisers and the back-office team to ensure seamless operations.
- Act as a key liaison for clients, handling queries with professionalism and efficiency.
- Maintain communication with providers to manage documentation and updates.
- Prepare and manage client records to ensure compliance and accuracy.
- Draft Letters of Authority, schedule meetings, and manage adviser diaries.
- Process new business and prepare meeting materials to support client engagement.
Preferred experience:
- Background in financial services is advantageous (e.g., IFA, pensions, investments, wealth management, mortgages).
- Excellent administration, time management, and prioritisation skills.
What s on Offer:
- Exam support and funding, including salary increase for exam completion
- A positive, collaborative work culture with opportunities to become a Financial Adviser
- Alternative work locations available in Yeovil, Shaftesbury, and Corsham
If you re ready to take the next step in your career, we d love to hear from you!
Technical 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 Technical Administrator
✨Tip Number 1
Familiarize yourself with the financial services industry, especially areas like pensions and investments. This knowledge will help you speak confidently about your understanding of the role during the interview.
✨Tip Number 2
Highlight your organizational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the diverse responsibilities of a Technical Administrator.
✨Tip Number 3
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others who can provide insights or even referrals for the position.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment will allow you to tailor your approach and show that you're a great fit for their team.
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Technical Administrator position. Understand the key responsibilities and preferred experience, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services or related fields. Mention specific skills such as administration, time management, and your ability to handle client queries efficiently.
Craft a Strong Cover Letter: Write a personalized cover letter that showcases your enthusiasm for the role and the company. Explain why you are a good fit for the adviser support team and how your skills align with their needs.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Technical Administrator role.
How to prepare for a job interview at Ellis James Partners Ltd
✨Show Your Organisational Skills
As a Technical Administrator, being organised is key. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously. This will demonstrate your ability to handle the demands of the role.
✨Understand Financial Services Basics
Familiarise yourself with basic concepts in financial services, such as investments, pensions, and wealth management. This knowledge will help you engage more effectively with the interviewers and show your enthusiasm for the industry.
✨Prepare for Client Interaction Scenarios
Since you'll be acting as a liaison for clients, think about how you would handle common client queries or issues. Be ready to discuss how you would maintain professionalism and efficiency in these situations.
✨Highlight Your Team Collaboration Experience
The role involves working closely with financial advisers and back-office teams. Share specific examples of how you've successfully collaborated with others in previous roles, emphasizing your communication and teamwork skills.
