Client Services Admin

Client Services Administrator

Bristol | Office-based | Up to £34,000

An established Financial Planning firm in Bristol is looking to hire a Client Services Administrator to support its pensions and investments team, following planned team growth.

This is a fully office-based role with free parking, offering exposure to a broad range of platforms and products, long-term stability, and optional study support. Flexiblity can be provided around hours!

The Role

• New business processing
• Investments, disinvestments, ISAs & income drawdown
• Money on/off platforms
• Liaison with providers and clients
• Maintaining accurate client records

What They’re Looking For

• 2+ years’ experience in financial services administration
• Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
• Strong attention to detail and time management
• Adviser support experience not required
• Qualifications not essential

Package

• Salary up to £34,000
• Free on-site parking
• Pension, death-in-service & income protection
• 25 days holiday (pro rata)
• Private medical (post-probation)

Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.