Wealth Management Trainee: IFA Admin to Client Relations

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

Job summary

A leading Wealth Management firm is seeking a Client Relationship Manager in Taunton. This role involves being the primary point of contact for clients, supporting Financial Consultants, and managing client relationships effectively. With a focus on career progression into Financial Adviser roles, this position offers excellent training and development opportunities. Benefits include a bonus scheme, generous holiday, study support, and a positive workplace culture.

Benefits

Annual bonus scheme

30 days holiday plus bank holidays

Study support for industry qualifications

Pension scheme

BUPA Employee Assistance Program

Access to an onsite commercial gym

Birthday day off

Regular company events

Qualifications

• Desire to progress in a professional financial services environment.
• Ability to build trusted client relationships.
• Capacity to manage multiple tasks effectively.

Responsibilities

• Be the primary liaison for client enquiries.
• Proactively manage client cases.
• Ensure client records are maintained accurately.

Skills

Excellent communication skills

Interpersonal skills

Organisational abilities

Proactive mindset

Job description

A leading Wealth Management firm is seeking a Client Relationship Manager in Taunton. This role involves being the primary point of contact for clients, supporting Financial Consultants, and managing client relationships effectively. With a focus on career progression into Financial Adviser roles, this position offers excellent training and development opportunities. Benefits include a bonus scheme, generous holiday, study support, and a positive workplace culture.