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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: Attention to detail, strong communication skills, and eagerness to learn.
- Other info: Friendly team environment with clear progression paths and modern office facilities.
The predicted salary is between 20000 - 24000 £ per year.
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 insights that might just land you an interview.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your career goals. This will help you stand out as someone who's genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you refine your answers and boost your confidence when it’s time to shine in front of the real interviewers.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
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 experiences that match the Trainee IFA Administrator role. Highlight your organisational skills and any relevant experience, even if it's from school or previous jobs.
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how you align with our values at StudySmarter. Be genuine and let your personality come through.
Showcase Your Communication Skills: As a Trainee IFA Administrator, you'll be interacting with clients and team members. Make sure your written application demonstrates your confident communication style. Keep it clear and professional!
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’re considered for this exciting opportunity in financial services!
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 wealth management. Brush up on key terms like investments, pensions, and client onboarding processes. This will show your eagerness to learn and help you connect with the interviewers.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, be ready to share examples from your past experiences where you've successfully managed tasks or projects. Think about how you prioritised your workload and kept everything on track – this will demonstrate your fit for the role.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask during the interview. Inquire about the training process, team dynamics, or opportunities for progression. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The team values a positive attitude and good communication, so be genuine and approachable. This will help you build rapport with the interviewers and leave a lasting impression.
