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For Companies At a Glance
- Tasks: Support client onboarding, manage records, and assist advisers in a dynamic team.
- Company: Respected financial advice firm in London with a focus on talent development.
- Benefits: Competitive salary, hybrid working, 25+ days holiday, and professional training support.
- Why this job: Kickstart your career in financial services with hands-on training and growth opportunities.
- Qualifications: Strong attention to detail, good communication skills, and eagerness to learn.
- Other info: Friendly team environment with clear progression paths in wealth management.
The predicted salary is between 20000 - 24000 £ per year.
Client Relationship Manager Wealth Management
Taunton
£25,000 – £30,000
Full-time, Permanent
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.
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Trainee IFA 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 Trainee IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to the role. We recommend doing mock interviews with friends or family to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your enthusiasm for the role! When you get the chance to speak with potential employers, let them know why you're excited about starting a career in financial planning and how you can contribute to their team.
✨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 that extra step to connect with us directly.
We think you need these skills to ace Trainee IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and qualities mentioned in the job description. Highlight your organisational skills and any relevant experience that shows you're proactive and eager to learn.
Craft a Personal Cover Letter: Use your cover letter to tell us why you’re excited about this role. Share your passion for financial services and how you see yourself growing within our supportive team.
Showcase Your Communication Skills: Since you'll be working closely with clients and the team, make sure your application demonstrates your confident communication style. A friendly tone can go a long way!
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 from our 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 financial services and the role of an IFA Administrator. Brush up on key terms like onboarding, valuations, and CRM systems. This will show your enthusiasm and readiness to dive into the industry.
✨Show Off Your Organisational Skills
Since this role requires strong attention to detail and organisational skills, prepare examples from your past experiences where you've successfully managed tasks or projects. Be ready to discuss how you prioritise work and keep everything in order.
✨Be a People Person
As a Trainee IFA Administrator, you'll be working closely with clients and team members. Practice your communication skills by engaging in mock interviews or conversations. Highlight your ability to connect with people and handle queries effectively during the interview.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture, training opportunities, and career progression. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
