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Trainee IFA Administrator

Posted: 09/12/25
Recruiter:Ellis James Partners Ltd
Reference:3043968145
Type:Permanent
Salary:£24,000 - £30,000 Annual
Location:Taunton, Somerset
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.

Recruiting now

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