Technical Administrator - Financial Planning

Posted:	02/07/26
Recruiter:	Ellis James Partners Ltd
Reference:	3132190161
Type:	Permanent
Salary:	£26,000 - £32,500 Annual
Location:	Gloucestershire
Description:	Client Relationship Manager Wealth Management Cheltenham £26,000 - £32,500 + bonus This role sits at the centre of a financial planning practice, where the quality of client interaction is just as important as the advice itself. You'll be the first person clients speak to, the one who keeps cases moving, and the link between advisers, providers, and the wider support team. In a market where client experience is a key differentiator, this position plays a direct role in how the business is perceived day to day. The position has been created as part of continued growth, with a future pathway into a Financial Adviser role for someone willing to study and develop. What the role involves Acting as the first point of contact for clients, handling queries and providing clear updates Managing cases from enquiry through to completion, ensuring steady progress throughout Liaising with providers, advisers, and third parties to keep everything on track Supporting Financial Consultants with documentation, workflow, and preparation Maintaining accurate client records in line with FCA and data protection requirements Working with the Head of Client Relations to improve processes and efficiency What good looks like Clients receive timely, clear communication and feel well supported Cases move smoothly without unnecessary delays or chasing Advisers are properly supported and able to focus on advice Work is organised, accurate, and consistently reliable Who this suits Someone already working in IFA or wealth management administration Looking for more client exposure and responsibility Comfortable managing multiple cases without losing detail Confident communicator who can build trust with clients Interested in progressing towards an adviser role over time Background and experience Experience in IFA or wealth management administration is essential Understanding of how financial planning cases progress end-to-end SJP experience is beneficial but not required Strong organisation and attention to detail A proactive, professional approach to work What's on offer £26,000 - £32,500 salary plus bonus Full study support towards industry qualifications 30 days holiday plus bank holidays Pension, sick pay, and BUPA wellbeing support Additional perks including birthday leave and company events A collaborative team environment with genuine progression opportunities If you're looking to step into a more client-facing role with a clear progression route, this is a strong next move within financial services.
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Technical Administrator - Financial Planning

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