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.
Feb 13, 2026
Full time
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.
Power Platform Developer - Bristol £45,000 - £50,000 Reports to: Head of Technology Are you ready to own full Power Platform solutions that make a huge impact ? We're looking for a Power Platform Developer who thrives on building complete apps and automations , not just small tweaks. In this role, your work will be used across Wealth, Mortgages, and Accountancy teams , modernising how the business works and making life easier for everyone. You'll work closely with the Head of Technology and stakeholders to design, build, and optimise solutions - driving automation, improving efficiency, and ensuring everything is robust, scalable, and well-documented. The role includes: Developing end-to-end solutions in Power Apps (Canvas & Model-Driven), Power Automate, and Dataverse Integrating with SharePoint, Teams, Outlook , and other 3rd-party systems Automating processes with error handling and monitoring Building internal chatbots via Copilot Studio Supporting and documenting solutions for ongoing use and governance We're looking for someone with: Hands-on experience building full Power Platform solutions Strong knowledge of Power Automate, Dataverse, and APIs Experience integrating with Microsoft 365 tools Solid understanding of data security, environments, and governance Clear communication and documentation skills Nice to Have Power BI report building and dataset design Power Platform Centre of Excellence (CoE) experience Relevant certifications: PL-400, PL-900, MB-910, MS-102/SC-300 Understanding of Power Platform licensing models What's on Offer? Career Development & Benefits: Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. 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. If you're someone who can deliver full solutions that transform how people work, and you want your work to be noticed, this is the role for you. Please reach out to Ellis Mears at EJP for full details
Jan 30, 2026
Full time
Power Platform Developer - Bristol £45,000 - £50,000 Reports to: Head of Technology Are you ready to own full Power Platform solutions that make a huge impact ? We're looking for a Power Platform Developer who thrives on building complete apps and automations , not just small tweaks. In this role, your work will be used across Wealth, Mortgages, and Accountancy teams , modernising how the business works and making life easier for everyone. You'll work closely with the Head of Technology and stakeholders to design, build, and optimise solutions - driving automation, improving efficiency, and ensuring everything is robust, scalable, and well-documented. The role includes: Developing end-to-end solutions in Power Apps (Canvas & Model-Driven), Power Automate, and Dataverse Integrating with SharePoint, Teams, Outlook , and other 3rd-party systems Automating processes with error handling and monitoring Building internal chatbots via Copilot Studio Supporting and documenting solutions for ongoing use and governance We're looking for someone with: Hands-on experience building full Power Platform solutions Strong knowledge of Power Automate, Dataverse, and APIs Experience integrating with Microsoft 365 tools Solid understanding of data security, environments, and governance Clear communication and documentation skills Nice to Have Power BI report building and dataset design Power Platform Centre of Excellence (CoE) experience Relevant certifications: PL-400, PL-900, MB-910, MS-102/SC-300 Understanding of Power Platform licensing models What's on Offer? Career Development & Benefits: Annual bonus scheme. Referral commission for introducing friends and family. 30 days holiday plus bank holidays and Christmas shut down. 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. If you're someone who can deliver full solutions that transform how people work, and you want your work to be noticed, this is the role for you. Please reach out to Ellis Mears at EJP for full details
Trainee Protection Specialist Location: London £25,000-£28,000 Hybrid working available - 3 days in-office after probation About the Opportunity Join a leading financial planning firm in London seeking a Trainee Protection Specialist to join their in-house advisory team. This is an exciting entry-level role with the opportunity to work towards a formal protection qualification and build a long-term career as a Protection Specialist. You'll work closely with the firm's Lead Protection Adviser, managing client documentation, drafting suitability reports, and learning the full process behind delivering high-quality, compliant protection advice. Key Responsibilities Client Contact: Support the Protection Specialist by booking client appointments and following up on documentation. Case Management: Take ownership of client files, ensuring all applications and supporting documents are accurate and complete. Suitability Report Preparation: Assist with drafting and reviewing reports for clients, under the guidance of the Protection Specialist. Communication & Liaison: Interact with clients, insurers, underwriters, and third parties professionally and efficiently. Systems & Administration: Learn and become proficient in the firm's systems, including Salesforce, My Practice, Aptus, iBusiness, IRESS, and provider portals. Compliance & Governance: Ensure all tasks are completed in line with FCA regulations and internal procedures. Pipeline Management: Track progress on client cases, highlight issues or delays, and support the Protection Specialist in keeping everything on schedule. Skills & Knowledge Required Previous office or client support experience is helpful but not essential - full training provided. Strong attention to detail and the ability to manage multiple tasks efficiently. Excellent written and verbal communication skills. Comfortable working in a structured, professional environment. Enthusiasm for building a career in financial services, with a long-term focus on protection advice. Working Arrangements Hybrid working: up to 3 days in the office after probation. Full-time: 9 am - 5 pm. What's on Offer? Career Development & Benefits: Salary: competitive and dependent on experience. Company bonus scheme. Clear career pathway towards becoming a Protection Adviser. Full training and support for professional qualifications. Collaborative, supportive team environment. BUPA Employee Assistance Programme and other wellbeing support. Why Apply? This is a fantastic opportunity for someone starting their career in financial services. You'll gain hands-on experience in client support, compliance, and suitability reporting, all while gaining formal qualifications. Please contact Ellis Mears at EJP for full details
Jan 30, 2026
Full time
Trainee Protection Specialist Location: London £25,000-£28,000 Hybrid working available - 3 days in-office after probation About the Opportunity Join a leading financial planning firm in London seeking a Trainee Protection Specialist to join their in-house advisory team. This is an exciting entry-level role with the opportunity to work towards a formal protection qualification and build a long-term career as a Protection Specialist. You'll work closely with the firm's Lead Protection Adviser, managing client documentation, drafting suitability reports, and learning the full process behind delivering high-quality, compliant protection advice. Key Responsibilities Client Contact: Support the Protection Specialist by booking client appointments and following up on documentation. Case Management: Take ownership of client files, ensuring all applications and supporting documents are accurate and complete. Suitability Report Preparation: Assist with drafting and reviewing reports for clients, under the guidance of the Protection Specialist. Communication & Liaison: Interact with clients, insurers, underwriters, and third parties professionally and efficiently. Systems & Administration: Learn and become proficient in the firm's systems, including Salesforce, My Practice, Aptus, iBusiness, IRESS, and provider portals. Compliance & Governance: Ensure all tasks are completed in line with FCA regulations and internal procedures. Pipeline Management: Track progress on client cases, highlight issues or delays, and support the Protection Specialist in keeping everything on schedule. Skills & Knowledge Required Previous office or client support experience is helpful but not essential - full training provided. Strong attention to detail and the ability to manage multiple tasks efficiently. Excellent written and verbal communication skills. Comfortable working in a structured, professional environment. Enthusiasm for building a career in financial services, with a long-term focus on protection advice. Working Arrangements Hybrid working: up to 3 days in the office after probation. Full-time: 9 am - 5 pm. What's on Offer? Career Development & Benefits: Salary: competitive and dependent on experience. Company bonus scheme. Clear career pathway towards becoming a Protection Adviser. Full training and support for professional qualifications. Collaborative, supportive team environment. BUPA Employee Assistance Programme and other wellbeing support. Why Apply? This is a fantastic opportunity for someone starting their career in financial services. You'll gain hands-on experience in client support, compliance, and suitability reporting, all while gaining formal qualifications. Please contact Ellis Mears at EJP for full details
Financial Adviser Cheltenham £65,000 - £75,000 + Bonus Join a Cheltenham-based IFA is who is seeking an experienced Financial Adviser to join its small, professional team. The firm has an existing £31m AUM client bank , providing an immediate platform for an adviser who values long-term client relationships and high-quality advice. There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term. The culture is client-first and relationship-led , with no volume pressure or sales-driven environment. Advice quality and suitability are the priority. The Role Take responsibility for an existing client bank of approximately 50-55 clients Provide holistic financial planning advice across pensions, investments, protection and wider planning Maintain long-term client relationships Conduct regular client reviews and deliver clear, compliant recommendations Work closely with in-house admin and paraplanning support Working Arrangements Hybrid role 2 days per week in the Cheltenham office Full administrative and paraplanning support in place About you Diploma in Financial Planning (Level 4) or equivalent Proven experience as a Financial Adviser Strong technical knowledge and sound judgement Client-focused, relationship-led approach This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base. Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details
Jan 23, 2026
Full time
Financial Adviser Cheltenham £65,000 - £75,000 + Bonus Join a Cheltenham-based IFA is who is seeking an experienced Financial Adviser to join its small, professional team. The firm has an existing £31m AUM client bank , providing an immediate platform for an adviser who values long-term client relationships and high-quality advice. There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term. The culture is client-first and relationship-led , with no volume pressure or sales-driven environment. Advice quality and suitability are the priority. The Role Take responsibility for an existing client bank of approximately 50-55 clients Provide holistic financial planning advice across pensions, investments, protection and wider planning Maintain long-term client relationships Conduct regular client reviews and deliver clear, compliant recommendations Work closely with in-house admin and paraplanning support Working Arrangements Hybrid role 2 days per week in the Cheltenham office Full administrative and paraplanning support in place About you Diploma in Financial Planning (Level 4) or equivalent Proven experience as a Financial Adviser Strong technical knowledge and sound judgement Client-focused, relationship-led approach This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base. Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details
