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For Companies At a Glance
- Tasks: Be the first point of contact for clients and manage their cases.
- Company: Join a respected wealth management firm in Taunton with a strong reputation.
- Benefits: Enjoy 30 days holiday, study support, and a positive team culture.
- Why this job: Launch your career in finance with clear growth pathways and a collaborative environment.
- Qualifications: Strong communication skills and a desire to progress in financial services are essential.
- Other info: Opportunities to contribute to charity and enjoy regular company events.
The predicted salary is between 30000 - 42000 £ per year.
This is a rare chance to launch your career in financial services with a highly regarded firm in Taunton, offering a clear path to becoming a qualified Financial Adviser once your exams are complete. You'll play a key role as the first point of contact for clients, working closely with experienced Financial Consultants and gaining hands-on experience in delivering outstanding client service and support.
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 (6%)
- 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.
Locations
Client Administrator employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry and current trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those working in client administration. Attend local events or join online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've managed multiple tasks in previous roles. Use specific examples to illustrate your ability to handle the responsibilities outlined in the job description.
✨Tip Number 4
Showcase your communication skills by engaging with potential employers on social media platforms like LinkedIn. Comment on their posts or share relevant content to get noticed and demonstrate your proactive approach.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Client Administrator role. Emphasise your communication abilities, organisational skills, and any previous customer service experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services industry and your desire to grow within it. Mention specific reasons why you want to work for this firm and how you can contribute to their client-first approach.
Highlight Relevant Qualifications: If you have any qualifications or training related to finance or customer service, be sure to mention them. Express your willingness to pursue further industry qualifications as part of your career development.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a compliance-focused role.
How to prepare for a job interview at Ellis James Partners
✨Showcase Your Communication Skills
As a Client Administrator, you'll be the first point of contact for clients. Make sure to demonstrate your excellent communication and interpersonal skills during the interview. Practice active listening and articulate your thoughts clearly to show that you can build trusted relationships.
✨Highlight Your Organisational Abilities
The role requires strong organisational skills to manage multiple tasks effectively. Be prepared to discuss examples from your past experiences where you've successfully juggled various responsibilities. This will help illustrate your capability to handle the demands of the position.
✨Demonstrate a Proactive Mindset
Employers are looking for candidates with a solutions-focused approach. During the interview, share instances where you've taken initiative to solve problems or improve processes. This will show that you're committed to delivering outstanding service and can contribute positively to the team.
✨Express Your Desire for Career Development
This position offers a clear path to becoming a qualified Financial Adviser. Make sure to convey your eagerness to pursue industry qualifications and develop your expertise. Discuss your long-term career goals and how they align with the opportunities provided by the firm.
