Client Services Administrator

Client Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 12 months+ of financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development. Responsibilities:Collaborate closely with Financial Advisors to provide proactive assistanceManage calendars and schedule client meetingsCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase managementPerks:Hybrid & Flexible workingPrivate Medical InsuranceEmployee Pension Scheme27 days Annual Leave8% Employer Pension ContributionDental InsuranceHealth cash planStudy supportThe business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked with an Advisor within an financial services environment. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@Client Administrator - £35,000 + Bonus – Bristol / Hybrid

Created: 2025-09-11