Location
Bristol
Salary £28000 - £34000 TypePermanent WorkplaceOn-Site Ref89715
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
1. New business processing
2. Investments, disinvestments, ISAs & income drawdown
3. Money on/off platforms
4. Liaison with providers and clients
5. Maintaining accurate client records
What Theyre Looking For
6. 2+ years experience in financial services administration
7. Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
8. Strong attention to detail and time management
9. Adviser support experience not required
10. Qualifications not essential
Package
11. Salary up to £34,000
12. Free on-site parking
13. Pension, death-in-service & income protection
14. 25 days holiday (pro rata)
15. Private medical (post-probation)
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt 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.