At a Glance
- Tasks: Support financial advisers by managing client cases and ensuring smooth administrative processes.
- Company: Join a reputable financial planning firm with a focus on client experience.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Office-based role in Canford Cliffs or Sherborne with a supportive team environment.
- Why this job: Be a vital part of a team that shapes client experiences in financial planning.
- Qualifications: Experience in administration, strong organisation skills, and a willingness to learn.
In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently advisers are supported behind the scenes. This role sits inside that function. You'll provide core administrative support to advisers and paraplanners, ensuring client cases are processed correctly, documentation is complete, and applications progress smoothly from submission through to completion. It's a role where accuracy, organisation, and consistency matter as much as pace.
This is an office-based position, working from either the Canford Cliffs or Sherborne office.
What you’ll be doing
- You’ll be responsible for the day-to-day administrative workflow that supports financial planning advice. This includes processing incoming post, scanning and allocating documentation, and ensuring client records are kept accurate and up to date across internal systems.
- You’ll prepare files for advisers by collating research, illustrations, compliance documentation, and supporting materials ahead of recommendations being made.
- You’ll also support new business processing - completing and submitting applications, tracking progress with providers, and ensuring cases move efficiently through to completion.
- Where issues arise, you’ll liaise with advisers, clients, and third parties to keep everything on track.
- A key part of the role is maintaining data integrity and ensuring all post-sale requirements are completed, including client identification checks, application forms, and ongoing record updates.
- You’ll also assist with preparing valuations and maintaining review systems where required.
- Alongside core administration, you’ll provide general office support to advisers and practice leadership, contributing to the smooth running of day-to-day operations.
What we’re looking for
- You’ll have previous experience in an administrative or business support role, ideally within financial services or a related regulated environment such as pensions, investments, insurance, or banking administration.
- You don’t need to be highly technical, but you do need to understand the basics of financial products and how client servicing processes work in practice.
- Strong organisation, attention to detail, and the ability to manage multiple tasks accurately are essential.
- You should be comfortable working to deadlines, handling competing priorities, and maintaining quality under pressure.
- Equally important is attitude - a professional, reliable approach with a willingness to learn and develop within a structured financial planning environment.
- Strong communication skills, basic Microsoft Office capability, and the ability to work effectively as part of a team are key to success in this role.
- Experience in a St. James's Place (SJP) environment is preferred but is not essential.
Practical details
£26,000 - £30,000 depending on experience. Office-based (Canford Cliffs or Sherborne). Full-time role.
Technical Administrator - Financial Planning employer: Ellis James Partners Ltd
As a Technical Administrator in Financial Planning, you will thrive in a supportive and dynamic work environment located in the picturesque Canford Cliffs or Sherborne. Our company prioritises employee growth, offering comprehensive training and development opportunities to enhance your skills in financial services. With a strong emphasis on teamwork and a commitment to maintaining high standards of client service, we ensure that our employees feel valued and empowered to contribute meaningfully to our clients' experiences.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Administrator - Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like St. James's Place. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning and administration. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks or maintained accuracy under pressure. This will demonstrate that you’re the perfect fit for the Technical Administrator role.
✨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 Technical Administrator - Financial Planning
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous administrative roles, especially in financial services, to show us you’re a great fit for the Technical Administrator position.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re interested in this role and how your background aligns with our needs. Be specific about your organisational skills and attention to detail, as these are crucial for success in this position.
Showcase Your Communication Skills:Since strong communication is key, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your ability to communicate effectively, which is essential for liaising with advisers and clients.
Apply Through Our Website:We encourage you to apply directly through our website. This not only streamlines the process but also shows us that you’re proactive and genuinely interested in joining our team at StudySmarter.
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Financial Basics
Brush up on the fundamentals of financial products and client servicing processes. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Showcase Your Organisational Skills
Prepare examples from your past experience where you've successfully managed multiple tasks or maintained accuracy under pressure. This role requires strong organisation, so demonstrating this skill will be crucial.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Strong communication skills are key in this role, especially when liaising with advisers, clients, and third parties. Consider doing mock interviews to refine your delivery.
✨Demonstrate a Willingness to Learn
Express your eagerness to develop within the financial planning environment. Highlight any relevant training or courses you've undertaken, and be ready to discuss how you plan to grow in the role.
