Bristol
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. Flexility can be provided around hours!
The Role
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New business processing
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Investments, disinvestments, ISAs & income drawdown
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Money on/off platforms
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Liaison with providers and clients
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Maintaining accurate client records
What They’re Looking For
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2+ years’ experience in financial services administration
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Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
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Strong attention to detail and time management
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Adviser support experience not required
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Qualifications not essential
Package
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Salary up to £34,000
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Free on-site parking
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Pension, death-in-service & income protection
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25 days holiday (pro rata)
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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.