Client Services Administrator

Client Services Administrator – Wealth Management (Bristol)

Shape the Client Journey at a Leading Wealth Management Firm

Are you an exceptional administrator looking for your next challenge in a dynamic and rewarding environment? Based in Bristol, this is your opportunity to join a thriving team where your expertise in client services and administration will make a tangible impact on client success.

As a Client Services Administrator, you will play a pivotal role in supporting financial planning and investment management operations. Working closely with Paraplanning, Financial Planning, and Investment Management teams, you will ensure the seamless execution of administrative tasks that form the backbone of excellent client service.

This role is integral to maintaining high standards of professionalism, accuracy, and efficiency. You'll have the opportunity to contribute to meaningful work, fostering positive client experiences and driving team success within a reputable wealth management firm.

• Location: Conveniently located in Bristol, offering an ideal work-life balance.
• Competitive Salary: Commensurate with experience.
• Development Opportunities: Ongoing training and career progression pathways.
• Collaborative Culture: Work in a supportive environment that values team spirit, innovation, and integrity.
• Impactful Role: Make a direct contribution to client success within a respected firm.

• Client Interaction: Serve as the primary point of contact for client inquiries, delivering timely, clear, and professional responses.
• Data & Documentation Management: Support onboarding processes, manage client records with precision, and prepare client portfolio valuations.
• Operational Support: Handle correspondence, post, invoicing, and fee reconciliations, ensuring all workflows align with regulatory standards.
• Process Enhancement: Participate in team meetings and contribute to initiatives that improve service delivery.
• General Administration: Peer-check colleagues’ work, support ad-hoc projects, and maintain client relationship standards.

• Proven administration experience, ideally within financial services.
• Strong numeracy and literacy skills (GCSEs in Maths and English at grades A-C or equivalent).
• Proficiency in Microsoft Word, Excel, and client database systems.
• Exceptional attention to detail and organizational skills.
• Ability to work independently and as part of a team.
• Strong communication skills, both written and verbal.
• A proactive, critical thinker with excellent problem-solving abilities.

Located in Bristol, this is your chance to become part of a professional and innovative team dedicated to delivering exceptional client outcomes. We value professionalism, integrity, and collaboration, fostering a supportive environment where you can thrive.

If you're ready to advance your career in wealth management and contribute to a high-performing team in Bristol, we’d love to hear from you. Apply now to become a vital part of our journey to excellence in client service.