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- Tasks: Support advisers by managing client meetings and processing business requests.
- Company: Reputable wealth management practice with a supportive team culture.
- Benefits: Competitive salary, structured training, and clear career progression.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Organisational skills and a desire to learn; experience is a plus but not required.
- Other info: Join a dynamic team and build a long-term career in wealth management.
The predicted salary is between 20400 - 25200 £ per year.
A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team in Wimborne. This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and advice is available - if you want!
This role supports advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.
The Role- Booking and managing client review meetings
- Preparing documentation and completing AML checks
- Processing new business and policy changes
- Managing Salesforce tasks and opportunities
- Liaising with advisers, paraplanners and providers
- Ensuring SLAs and compliance standards are met
- Financial services / IFA administration experience preferred, but not essential
- Strong organisational skills and high attention to detail
- Professional communication skills
- Comfortable working in a structured, process-driven environment
- Keen to build a long-term career in wealth management
- Established, reputable wealth management environment
- Structured training
- Professional, team-based culture
- Exposure to experienced advisers and planners
- Clear progression pathway
- Long-term career stability
This is an excellent opportunity for either an experienced administrator or someone looking to enter the industry within a supportive, well-run practice.
IFA Administrator employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, 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 related to IFA administration. Think about your organisational skills and how you've handled client requests in the past. We want you to shine!
✨Tip Number 3
Show off your attention to detail! During interviews, share examples of how you've managed documentation or completed checks in previous roles. This will demonstrate that you're the right fit for a structured environment.
✨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 are proactive about their job search.
We think you need these skills to ace IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the IFA Administrator role. Highlight any relevant experience in financial services or administration, even if it's from a different industry. We want to see how you can bring your unique background to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in the role and how your skills align with what we're looking for. Be genuine and let your personality come through – we love to see enthusiasm!
Showcase Your Organisational Skills: Since this role requires strong organisational skills, consider including examples of how you've successfully managed tasks or projects in the past. We want to know how you keep things running smoothly, so don't hold back!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you'll be one step closer to joining our fantastic team in Wimborne. We can't wait to see your application!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Make sure you understand the basics of IFA administration and wealth management. Brush up on key terms and processes, especially around client meetings and documentation. This will show that you're serious about the role and ready to hit the ground running.
✨Show Off Your Organisational Skills
Since this role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise work and ensure compliance with standards.
✨Practice Professional Communication
As you'll be liaising with advisers and clients, practice your communication skills. Think about how you would explain complex information clearly and concisely. You might even want to role-play a client meeting scenario with a friend to build confidence.
✨Ask Insightful 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!