At a Glance
- Tasks: Support onboarding and client services in a tech-driven financial environment.
- Company: Join a fast-growing financial planning network with a collaborative culture.
- Benefits: Up to £32,000 salary, bonuses, private medical insurance, and clear career progression.
- Other info: Dynamic role with opportunities for learning and growth in a modern financial setting.
- Why this job: Kickstart your career in finance while working with innovative technology and processes.
- Qualifications: Experience in operations or client services, strong organisational skills, and tech-savvy.
The predicted salary is between 32000 - 32000 £ per year.
We're looking for an Implementation Associate to join a fast growing financial planning network and play a key role in onboarding and supporting adviser firms as they transition into a modern, technology driven environment.
This is a varied, hands on role where you'll work closely with internal teams and adviser firms to ensure smooth implementation, operational readiness, and ongoing support during the embedding phase.
What you'll be doing:
- Supporting system setup, user access, and provider onboarding
- Coordinating implementation activities and maintaining project trackers
- Assisting with training sessions and onboarding support
- Helping firms navigate systems, processes, and first client cases
- Managing provider communications and resolving setup issues
- Contributing to process improvements, documentation, and automation ideas
- Using AI and technology tools to improve efficiency and delivery
What we're looking for:
- Experience in operations, administration, client services, or financial services
- Strong organisational skills with the ability to manage multiple priorities
- Confidence working with systems, spreadsheets, and technology platforms
- Excellent communication skills and attention to detail
- A proactive mindset and willingness to learn
- Interest in AI, automation, and improving processes
What's on offer:
- Salary up to £32,000
- Bonus up to 5%
- 10% non-contributory pension
- Private Medical Insurance
- 8x Life Assurance
- Clear career progression opportunities
- Exposure to a growing and innovative financial planning business
This is an excellent opportunity for someone early in their career who wants exposure to implementation, operations, technology, and financial planning within a collaborative and forward thinking environment.
If you'd like to learn more or apply, please get in touch directly.
Onboarding & Client Support Administrator in Bristol employer: CAP Resourcing LTD
Join a dynamic financial planning network in Bristol as an Onboarding & Client Support Administrator, where you'll thrive in a collaborative and innovative environment. With a strong focus on employee growth, we offer clear career progression opportunities, a competitive salary, and excellent benefits including private medical insurance and a non-contributory pension. Embrace the chance to work with cutting-edge technology while supporting adviser firms in their transition to a modern operational framework.
StudySmarter Expert Advice🤫
We think this is how you could land Onboarding & Client Support Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector on LinkedIn or at local events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your tech skills! During interviews, highlight your experience with systems and spreadsheets. Share specific examples of how you've used technology to improve processes or solve problems.
✨Tip Number 3
Prepare for those tricky questions! Think about how you’d handle onboarding challenges or support issues. Practising your responses will help you feel more confident and ready to impress.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Onboarding & Client Support Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Onboarding & Client Support Administrator role. Highlight your organisational skills, tech-savviness, and any relevant experience in operations or client services.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this role and how you can contribute to our team. Be specific about your interest in financial services and any experience you have with technology tools or process improvements.
Show Off Your Communication Skills:Since excellent communication is key for this role, make sure your application is clear and concise. Use proper grammar and structure to demonstrate your attention to detail and professionalism.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at CAP Resourcing LTD
✨Know Your Stuff
Before the interview, make sure you understand the role of an Onboarding & Client Support Administrator. Familiarise yourself with financial services operations, and be ready to discuss how your skills align with the responsibilities listed in the job description.
✨Show Off Your Tech Skills
Since this role involves working with systems and technology platforms, be prepared to talk about your experience with these tools. Bring examples of how you've used technology to improve processes or solve problems in previous roles.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage multiple priorities. Share specific examples of times when you took the initiative to streamline a process or improve efficiency, as this will resonate well with the interviewers.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, listen carefully to questions and respond thoughtfully, showing that you can effectively communicate with both internal teams and adviser firms.
