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For Companies At a Glance
- Tasks: Support Financial Advisers and deliver outstanding service to clients in a collaborative environment.
- Company: Join a well-established financial planning firm in Birmingham with a dynamic team.
- Benefits: Enjoy 25 days holiday, workplace pension, and clear salary progression opportunities.
- Why this job: Perfect for those looking to grow as a paraplanner in a supportive culture.
- Qualifications: 2 years’ experience in wealth administration and understanding of FCA regulations preferred.
- Other info: Make an impact in a thriving financial services environment while developing your career.
The predicted salary is between 28800 - 43200 £ per year.
Financial Services Administrator / Junior Paraplanner
Location: Birmingham
A well-established financial planning firm is seeking a motivated and experienced Administrator to join their dynamic team.
This role offers an exciting opportunity to work within a collaborative environment, supporting Financial Advisers and contributing to delivering outstanding service to clients.
An ideal role for anyone who is looking to progress as a paraplanner
What\’s on Offer?
- Clear opportunities for salary progression.
- Holiday allowance (25 days + bank holidays).
- Workplace pension and death-in-service benefits (4x salary).
- Supportive, inclusive, and collaborative workplace culture with development opportunities.
What will you do?
- Process new client applications, ensuring compliance with regulatory requirements.
- Maintain accurate client records using CRM systems
- Liaise with providers to gather plan information and complete regulatory calculations
- Prepare detailed reports and presentations for adviser meetings.
- Respond to client queries.
- Assist with processing investment transactions while adhering to compliance procedures.
- Stay informed about financial products and regulatory changes to ensure accuracy.
Preferred experience:
- Ideally, 2 years’ experience in wealth administration.
- An understanding of FCA regulations and compliance procedures.
- Excellent communication, organisation, and time management skills.
- Attention to detail, proactive attitude, and a commitment to professional development.
If you’re ready to make an impact in a thriving financial services environment and further your career, we’d love to hear from you!
Ellis James Partners | Client Support Specialist employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Ellis James Partners | Client Support Specialist
✨Tip Number 1
Familiarize yourself with FCA regulations and compliance procedures. This knowledge will not only help you in the role but also demonstrate your commitment to understanding the industry, making you a more attractive candidate.
✨Tip Number 2
Highlight any experience you have with CRM systems. Being able to maintain accurate client records is crucial for this position, so showcasing your proficiency in relevant software can set you apart from other applicants.
✨Tip Number 3
Prepare to discuss your communication and organizational skills during the interview. Since you'll be liaising with clients and providers, demonstrating your ability to manage multiple tasks effectively will be key.
✨Tip Number 4
Stay updated on financial products and market trends. Showing that you are proactive about your professional development will resonate well with the hiring team and reflect your dedication to the role.
We think you need these skills to ace Ellis James Partners | Client Support Specialist
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Support Specialist position. Make sure you understand the key responsibilities and preferred experience, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any relevant experience you have in financial services administration or paraplanning. Be specific about your previous roles and how they relate to the responsibilities outlined in the job description.
Showcase Your Skills: Demonstrate your excellent communication, organization, and time management skills in your application. Provide examples of how you've successfully managed client queries or maintained accurate records in past positions.
Express Your Motivation: In your cover letter, convey your enthusiasm for the role and the company. Explain why you are interested in progressing as a paraplanner and how you align with the supportive and collaborative culture mentioned in the job description.
How to prepare for a job interview at Ellis James Partners
✨Show Your Knowledge of Financial Regulations
Make sure to brush up on FCA regulations and compliance procedures before the interview. Being able to discuss these topics confidently will demonstrate your understanding of the industry and your readiness for the role.
✨Highlight Your Experience with CRM Systems
Since maintaining accurate client records is crucial, be prepared to talk about your experience with CRM systems. Share specific examples of how you've used these tools to enhance client service or streamline processes.
✨Demonstrate Your Communication Skills
As a Client Support Specialist, excellent communication is key. Practice articulating your thoughts clearly and concisely, and be ready to provide examples of how you've effectively communicated with clients or colleagues in the past.
✨Prepare Questions About Team Collaboration
This role emphasizes a collaborative environment, so come prepared with questions about team dynamics and how you can contribute. This shows your interest in being an active part of the team and your commitment to supporting Financial Advisers.
