Client Services Administrator in Bristol

The Role: On behalf of our client, we are seeking a Client Services Administrator. This role supports financial advisers with client onboarding, ongoing administration, meeting preparation, and day-to-day client contact. You will act as a first point of contact for clients and help ensure that all records, review activity, and client communications are managed efficiently and to a high standard. The role is varied and includes both administrative and client-facing responsibilities.

Responsibilities will include:

• Deal with new enquiries and support the onboarding of new clients.
• Manage requests from existing clients and maintain strong working relationships.
• Deliver excellent customer service as the first point of contact for client queries and issues.
• Prepare client meeting packs and other marketing materials for financial advisers.
• Type up meeting packs from OneNote and ensure documentation is accurate.
• Update databases and client records, including Salesforce.
• Record all client contact by telephone and email, and ensure records are kept up to date.
• Keep clients informed every other week regarding outstanding work, including provider information and transfer work.
• Ensure appropriate client letters are issued following meetings, reviews, and new business activity.
• Submit electronic business submissions for any new business written.
• Carry out ad hoc client administration, including withdrawals and ISA top-ups where required.
• Check review frequencies, open advice records, and other diary tasks.
• Support the client review process and produce a monthly report for reviews due the following month.
• Assist with new client procedures and prospect management.
• Note important client updates and personal milestones where relevant, and update records accordingly.
• Meet and greet visitors and clients, and organise meeting set-up and refreshments.
• Carry out general office housekeeping and wider administrative support as needed.

The Person: Our client is looking for an organised and professional individual with strong client service skills and a keen eye for detail. You will need to be confident handling a busy workload, maintaining accurate records, and communicating clearly with clients and colleagues.

Previous experience in a financial services administration or client support role in a financial services company.

Strong customer service and relationship management skills.

Excellent written and verbal communication skills.

Confident using databases and maintaining accurate records.

Strong organisational skills with the ability to manage multiple priorities.

A proactive and flexible approach to ad hoc tasks.

The Benefits: 20 days plus bank holiday (additional holiday at Christmas), Pension (10% employer contribution), Parking Permit, opportunities to study for financial qualifications. Superb bonus & commission.

The Location: Clifton, Bristol with 1 day from home if required.

The Hours: Monday - Friday 9am - 5pm.