At a Glance
- Tasks: Support advisers by managing client meetings and processing business requests.
- Company: Reputable wealth management practice with a supportive culture.
- Benefits: Competitive salary, structured training, and clear career progression.
- Other info: Great opportunity for both experienced candidates and newcomers to the industry.
- Why this job: Join a dynamic team and kickstart your career in wealth management.
- Qualifications: Organisational skills and a desire to learn; experience is a plus but not essential.
The predicted salary is between 24500 - 30000 € 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.
Technical Administrator employer: Ellis James Partners
Join a well-established wealth management practice in Wimborne, where you will benefit from a structured training programme and a professional, team-based culture. With clear pathways for progression into paraplanning and advice roles, this company offers both experienced administrators and newcomers the chance to build a long-term career in a supportive environment, ensuring job stability and growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role. Understand their values and how you can contribute. Practise common interview questions and think of examples that showcase your skills and experience.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge over other candidates. Let’s get you that job!
We think you need these skills to ace Technical Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Technical Administrator role. Highlight any relevant experience in financial services or administration, even if it's from a different industry.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this opportunity. Share your passion for wealth management and how you see yourself growing within our team. A personal touch goes a long way!
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. This will help us see how you can thrive in a structured environment.
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 the role. Plus, it’s super easy!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Make sure you understand the basics of wealth management and IFA administration. Brush up on key terms and processes, especially those mentioned in the job description, like AML checks and Salesforce tasks. This will show that you're genuinely interested and ready to hit the ground running.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this role, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure compliance with standards.
✨Practice Professional Communication
As you'll be liaising with advisers and clients, it's crucial to demonstrate your communication skills. Consider doing mock interviews with friends or family, focusing on clear and professional responses. This will help you feel more confident during the actual interview.
✨Express Your Career Aspirations
This role offers a clear progression pathway, so be sure to express your long-term career goals in wealth management. Talk about your eagerness to learn and grow within the company, and how you see yourself evolving into roles like paraplanning or advisory in the future.
