At Ellis Bates Group we want to hear from individuals who are driven by a thirst for excellence and a desire to achieve great results through commitment, teamwork and integrity.
We recruit for attitude and train for skill, focusing on your personal attributes as well as your experience. If you are energetic, ambitious, friendly and have a passion to succeed then we’d like to hear from you.
All our employees are given the chance to build on their experience, to develop new and existing skills through various learning opportunities and to grow within their current roles.
We consistently retain our Standard in Investors in People (IIP) accreditation. The current Standard assessment criteria focuses on leadership, support and continuous improvement.
We strive to invest in all our employees and provide better facilities and benefits. You can find out more about the benefits we offer by downloading our reward pack below.
Are you Interested in an Apprenticeship?
An apprenticeship with Ellis Bates is a fantastic way to start your career, you’ll get hands on experience, a salary and the opportunity to gain qualifications while you work. You’ll be working and learning in an environment that will support you with your studies and in your personal and professional development. For more information download our factsheet to the right.
I began my career at Ellis Bates in 2016 as a Paraplanning Administrator. I was encouraged to do my exams and am now Diploma qualified and managing the Paraplanning Team, which I really enjoy! As a company, I believe Ellis Bates goes above and beyond to support career development and recognise hard work. Everyone that works here is extremely friendly, helpful and care a great deal about the clients and the work they do. We are constantly striving to improve our client journey and do things more efficiently, whilst not sacrificing quality.
– Jess Bates, Client Research Team Leader
One of things I enjoy about working in Marketing at Ellis Bates is that no day is ever the same. There are always new challenges and opportunities to take on, which constantly keeps you on your toes. Everyone is friendly and down to earth and there is always somebody around to give you a hand if you need it
– Elle Bylo, Marketing Coordinator
I started off in Client Support and have progressed into a Team Leader role. There is a great team environment where everyone will pull together to help in busy periods or if you are dealing with something you haven’t dealt with before. It’s the first job I can say with 100% certainty that I really enjoy and I look forward to seeing how my career develops.
– Kerry Waddington, New Client Team Leader
When I joined Ellis Bates I was immediately impressed with the level of support an Adviser receives across all departments from Paraplanning, through to business processing, Administration and on-going servicing. In addition, the ability to tap into our in-house technical expertise in the areas of investments, pensions and tax and trust planning has been invaluable. This in house high level expertise, I believe, allows me to offer my clients advice that is second to none.
– Mike Andreso, Financial Planner
The Recruitment Process
The process varies depending upon the level of the role applied for, but typically it will involve an initial telephone screening with the HR Manager. If successful, you will be invited to a second competency-based interview with the departmental Manager and the HR Manager. Depending upon the level of the role a personality questionnaire and some psychometric tests may be undertaken as part of this second stage.
Our aim is for the professional knowledge and conduct of all our employees to be of the highest standard across the business, appropriate to the roles. The role objective is to build an Academy programme/schedule of technical/product based learning to cover knowledge and abilities ranging from no experience in FS through to Chartered (CII) status. To ensure a base level of training/accreditation is achieved across all roles; and for part/qualified colleagues to continually learn and stay up to date
Client Review Administrator (Apprentice)
Prepare the review packs for existing client meetings, including data cleansing and accurate valuations; and provide general administration support. Data quality (including cleansing) – review/assess/plan and action.
Data and MI Analyst
Ensure accurate data collection across all business systems used for MI production. Design, create and manage MI report production required by the Directorate team and other managers as needed. Provide effective analysis of the data with observations, trends and recommendations clearly articulated.
No Suitable Vacancy?
Even if we don’t currently have a job vacancy that you’re interested in, we’re always keen to keep in touch with talented people so please get in touch with us and we can let you know if something suitable comes available.
Please note we do not take speculative CV’s from headhunters, search firms or agencies. Any applications made without prior engagement will be treated as a direct applicant and as a result we will not pay a fee.