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For Companies At a Glance
- Tasks: Manage client cases and support advisers in a structured financial planning environment.
- Company: Well-structured financial practice focused on development and progression.
- Benefits: Competitive salary, bonus structure, and opportunities for career growth.
- Other info: Enjoy a close adviser relationship and a genuine focus on your development.
- Why this job: Join a supportive team and make a real impact on clients' financial journeys.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 27000 - 36000 £ per year.
Adviser Support / Technical Administrator
Financial Planning
Witney - Oxfordshire
£27,000 - £36,000 + Bonus
Good Technical Administrator roles are defined by structure, support, and the adviser you’re working with - this one ticks those boxes. This role sits within a well-structured practice that places a real emphasis on development, support, and long-term progression.
The Opportunity
You’ll work closely with a dedicated adviser, taking ownership of the administrative and technical side of the client journey - from initial preparation through to completion. It’s a role that combines:
- Technical accuracy
- Proactive case management
- Consistent, high-quality client communication
You’ll be part of a team that values doing things properly, with the systems and structure in place to support that.
What You’ll Be Doing
- Managing new and ongoing cases, ensuring everything is processed accurately and within expected timeframes
- Handling Letters of Authority, provider requests, and documentation from start to finish
- Keeping Salesforce fully up to date with client information, meeting notes, and case progress
- Supporting the adviser with meeting preparation and follow-up
- Acting as a key point of contact for clients, maintaining a professional and responsive service
- Working closely with paraplanners and the wider team to ensure smooth case progression
What They’re Looking For
- Experience within financial services (IFA / wealth management environment ideal)
- Strong attention to detail and organisational skills
- Comfortable managing multiple cases at different stages
- Confident communicator, both written and verbal
- Someone proactive, reliable, and keen to develop
Why This Role Stands Out
- Supportive, well-run practice with clear structure
- Close adviser relationship (not a "processing factory" role)
- Genuine focus on development and progression
- Exposure to the full client journey
- Bonus structure in place
If you’re currently in a technical admin or client support role and looking for a more structured environment with clear progression, this is well worth exploring.
IFA Administrator in Witney employer: Ellis James Partners
Contact Detail:
Ellis James Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Witney
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at firms like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for interviews by practising common questions related to technical administration and client support. We recommend role-playing with a friend or using online resources to get comfortable with your responses.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple cases or projects simultaneously. This will highlight your ability to thrive in 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 take that extra step to connect with us directly.
We think you need these skills to ace IFA Administrator in Witney
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the IFA Administrator role. Highlight your experience in financial services and any relevant technical admin roles to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in this role and how your background aligns with our values of support and development. Keep it professional but let your personality come through.
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We want to see that you can manage multiple cases with precision, so demonstrate that in your written application.
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 shows us you’re proactive!
How to prepare for a job interview at Ellis James Partners
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around IFA and wealth management. Familiarise yourself with common terms and processes, as well as the specific duties mentioned in the job description. This will show that you're not just interested in the role, but that you understand it too.
✨Showcase Your Organisational Skills
Since this role requires strong attention to detail and the ability to manage multiple cases, prepare examples from your past experiences where you've successfully juggled tasks. Be ready to discuss how you keep things organised and ensure accuracy in your work.
✨Communicate Like a Pro
As a key point of contact for clients, your communication skills are crucial. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few questions to ask during the interview to demonstrate your proactive approach and genuine interest in the role.
✨Emphasise Your Team Spirit
This position involves working closely with advisers and paraplanners, so highlight your ability to collaborate effectively. Share examples of how you've contributed to team success in previous roles, and express your enthusiasm for being part of a supportive environment.