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Client services advisor (financial services)

Newport (Newport)
CAP Resourcing LTD
Client service advisor
Posted: 23 March
Offer description

Adviser Support Specialist

Bristol (Hybrid)

Salary - £29,000–£32,000 (DOE)


Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done?

A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.


This is a rare chance to join at an early stage and help build something exciting from the ground up.


What we’re looking for

* Strong knowledge of UK investment platforms, products, and financial services operations.
* Understanding of wrappers such as ISAs and Pensions, plus investment options.
* Experience in a client‑facing financial services role.
* A genuinely customer‑centric mindset and willingness to go the extra mile.
* A self‑starter who enjoys working independently but thrives in a collaborative team.
* Excellent written and verbal communication skills.
* High attention to detail and the ability to juggle multiple priorities.
* Integrity and awareness of industry regulations.
* CII/IOC qualifications are a bonus, support is available if you want to work towards them.


What’s on offer

* £29,000–£32,000 salary (DOE).
* 25 days annual leave.
* Discretionary bonus.
* 10% non‑contributory pension.
* Private healthcare, income protection, and 8x life cover.
* Hybrid working model.
* Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
* The chance to be part of a small, ambitious team with real development opportunities.


Apply with an up to date CV or get in touch for more information.

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