https://jobs.co.uk/job/technical-administrator-ellis-james-partners-ltd--18310ee5-8b1a-4ceb-af2c-d62e74aac730 RSS feed for Technical Administrator at Ellis James Partners Ltd. en-gb Wed, 27 May 2026 13:51:54 GMT https://jobs.co.uk/job/technical-administrator-ellis-james-partners-ltd--18310ee5-8b1a-4ceb-af2c-d62e74aac730 https://jobs.co.uk/job/technical-administrator-ellis-james-partners-ltd--18310ee5-8b1a-4ceb-af2c-d62e74aac730 Thu, 14 May 2026 11:53:02 GMT Location: Dorset | Salary: 24000.00-24000.00 Annual | Type: Permanent | Technical Administrator£24,500 - £30,000Wimborne Minster Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth.This will be suitable for both experienced and entry-level candidates (full training available). The firm also provides future progression to paraplanning and financial advice is available - if you want! This role supports financial advisers across the full advice cycle - from booking annual reviews and preparing meeting packs, through to processing new and replacement business, handling fund switches and managing client requests.The Role Booking and managing client review meetings Preparing documentation and completing AML checks Processing new business and policy changes Managing Salesforce tasks and opportunities Liaising with financial advisers, paraplanners and providers Ensuring SLAs and compliance standards are met About You Financial services / Financial planning experience preferred, but not essential Strong organisational skills and high attention to detail Professional communication skills Comfortable working in a structured, process-dr... Permanent