Trainee IFA Administrator

Ellis James Partners Ltd; Taunton; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading Wealth Management firm in Taunton seeks a Client Relationship Manager to support Financial Consultants and manage client relations. This role offers an opportunity to progress into a Financial Adviser position after completing necessary exams. Candidates should have excellent communication skills, strong organizational abilities, and a proactive mindset. The firm provides career development through study support, an annual bonus scheme, 30 days of holiday, and a positive team-driven culture.

Benefits

Annual bonus scheme

30 days holiday plus bank holidays

Study support & funding

Pension scheme

BUPA Employee Assistance Program

Access to onsite commercial gym

Birthday day off

Opportunities for charity involvement

Qualifications

• Desire to progress in a professional financial services environment.
• Ability to manage multiple tasks effectively.
• Willingness to pursue industry qualifications.

Responsibilities

• Be the primary liaison for client inquiries.
• Proactively manage client cases throughout the application process.
• Ensure compliance and accuracy in client records.
• Streamline office procedures to improve efficiency.
• Assist consultants with client-related administration.

Skills

Excellent communication skills

Interpersonal skills

Organisational abilities

Proactive mindset

Client relationship building

Job description

Client Relationship Manager – Wealth Management

Taunton

£25,000 - £30,000

Full-time, Permanent

About the Opportunity

We’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team.

This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion.

In this role, you’ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations.

Key Responsibilities

First Point of Contact : Be the primary liaison for client enquiries, delivering a first-class service experience.

Case Management

Proactively manage client cases, supporting them throughout the application process.

Compliance & Accuracy : Ensure client records are maintained in line with FCA standards and data protection regulations.

Operational Support

Work with the Head of Client Relations to streamline office procedures and improve efficiency.

Team Collaboration

Assist Financial Consultants with client-related administration and coordination.

General Office Duties

Manage correspondence, schedule meetings, and assist with administrative tasks.

What You’ll Need to Succeed

A desire to progress in a professional financial services environment.

Excellent communication and interpersonal skills, with the ability to build trusted client relationships.

Strong organisational abilities and the capacity to manage multiple tasks effectively.

A proactive, solutions-focused mindset with a commitment to delivering outstanding service.

Willingness to pursue industry qualifications and develop your expertise.

What’s on Offer?

Career Development & Benefits

• Annual bonus scheme.
• 30 days holiday plus bank holidays.
• Study support & funding to help you achieve industry qualifications.
• Pension scheme and sick pay.
• BUPA Employee Assistance Program and access to an onsite commercial gym.
• 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.

Why Apply?

This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach