Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Client services advisor (financial services)

Bradley Stoke
CAP Resourcing LTD
Client service advisor
Posted: 20 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.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Client services advisor (financial services)
Bristol (City of Bristol)
CAP Resourcing LTD
Client service advisor
Similar job
Client services advisor (financial services)
Bath
CAP Resourcing LTD
Client service advisor
Similar job
Client services advisor (financial services)
Bristol (City of Bristol)
CAP Resourcing LTD
Client service advisor
See more jobs
Similar jobs
Service jobs in Bradley Stoke
jobs Bradley Stoke
jobs Gloucestershire
jobs England
Home > Jobs > Service jobs > Client service advisor jobs > Client service advisor jobs in Bradley Stoke > Client Services Advisor (Financial Services)

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save