🚀 We’re Hiring: Onboarding & Client Support Administrator (Implementation Associate)
📍 Bristol (Hybrid)
💼 Financial Planning & Operations
💰 Up to £32,000 (DOE) + Bonus + Excellent Benefits
Are you organised, tech-savvy, and looking to build a career in financial services operations?
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.
