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

New business processing

Investments, disinvestments, ISAs & income drawdown

Money on/off platforms

Liaison with providers and clients

Maintaining accurate client records

What Theyre Looking For

2+ years experience in financial ser...