At a Glance
- Tasks: Welcome clients, manage meetings, and support the team with admin tasks.
- Company: Join a respected wealth management firm in Bristol with a supportive culture.
- Benefits: Enjoy 30 days holiday, bonuses, study support, and a positive work environment.
- Other info: Full training provided; no specific background required.
- Why this job: Perfect for people lovers seeking a dynamic role with career growth opportunities.
- Qualifications: Strong communication skills and a proactive attitude are essential.
The predicted salary is between 27800 - 30000 £ per year.
We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol. This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same. You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration.
Your day will typically involve a mix of client interaction, coordination, and operational support. That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates. You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day.
We're open on background. You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role. What matters most is:
- Strong communication, professionalism and confidence with people
- A natural sense of organisation and attention to detail
- The ability to manage shifting priorities calmly and professionally
- A proactive, can-do approach
- Pride in delivering a high standard of service
An interest in financial services is welcome - full training and support will be provided.
With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth. You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment.
Additional benefits include:
- Annual bonus scheme.
- Referral commission for introducing friends and family.
- 30 days holiday plus bank holidays and Christmas shut down.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- BUPA Employee Assistance Program.
- 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.
If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
Client Services Administrator (Reception & Office Support) in Newport employer: Ellis James Partners
Join a dynamic and growing Wealth Management office in Bristol, where you'll be at the forefront of client interaction and experience. Our supportive work culture prioritises professionalism and teamwork, offering ample opportunities for career development alongside a comprehensive benefits package, including generous holiday allowance, study support, and a positive environment that encourages personal growth. With a focus on delivering exceptional service and a commitment to employee well-being, this role is perfect for those looking to make a meaningful impact in a thriving financial services setting.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator (Reception & Office Support) in Newport
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Ellis James Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Administrator (Reception & Office Support) in Newport
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ellis James Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ellis James Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ellis James Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ellis James Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ellis James Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ellis James Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
