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Financial Services Associate

2 months ago

Derby UK, Derbyshire, United Kingdom Ellis James Partners Full time

Client Support Specialist – Independent Financial Adviser (IFA) Practice


Are you humble, driven, and eager to advance in financial services while making a meaningful difference in a growing practice?


If you're looking for a role that offers variety, responsibility, and the potential to grow into an adviser position, this could be the perfect opportunity.


Overview

We’ve partnered with a rapidly expanding IFA practice based in Derby, seeking a Client Support Specialist. This role is ideal for someone with an administrative background, who is eager to develop in the Wealth Management Sector.


What’s in it for you?


  • Variety: Engage in client administration, light paraplanning, research, growth planning, and PA and marketing tasks.
  • Flexibility: Enjoy flexible working arrangements that prioritise work-life balance.
  • Career Progression: This isn’t just another job - you’ll have the chance to grow into a trainee paraplanner and adviser role if you choose, working alongside a senior partner who plans to significantly expand the practice.
  • Competitive Salary: Offering between £25,000 and £30,000, with plenty of room for career advancement.


What we’re looking for:


  • Experience: Administrative experience, ideally in financial services and a strong desire to develop your skills.
  • Comfortable with both client interaction and back-office duties, maintaining excellent client relationships.
  • Soft skills: Strong interpersonal, communication, and problem-solving abilities, with a focus on building trust and long-term client relationships.
  • Flexibility to work with a single adviser as the practice grows, maintaining a personal touch with clients.
  • Ideally based within 45 minutes to an hour from Derby.


Ready to take your next step?


Join a growing practice where you’ll gain hands-on experience, variety in your daily tasks, and a clear path to becoming an adviser.


Apply now and be part of an exciting journey in a thriving IFA practice