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For Companies At a Glance
- Tasks: Support the pensions and investments team with client records and new business processing.
- Company: Established Financial Planning firm in Bristol with a supportive culture.
- Benefits: Salary up to £34,000, free parking, private medical, and optional study support.
- Why this job: Join a growing team and gain exposure to diverse financial platforms and products.
- Qualifications: 2+ years in financial services administration; investment platform experience preferred.
- Other info: Flexible hours and long-term stability with excellent career growth opportunities.
The predicted salary is between 28000 - 40000 £ per year.
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. Flexibility can be provided around hours!
The Role
- New business processing
- Money on/off platforms
- Liaison with providers and clients
- Maintaining accurate client records
What They’re Looking For
- 2+ years’ experience in financial services administration
- Experience using at least one investment platform (e.g. AJ Bell, Quilter, Standard Life, HL, Aegon)
- Strong attention to detail and time management
- Adviser support experience not required
- Qualifications not essential
Package
- Salary up to £34,000
- Free on-site parking
- Private medical (post-probation)
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Client Services Administrator in Bristol employer: Eden Rose
Contact Detail:
Eden Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re looking for someone to support their pensions and investments team. Be ready to discuss how your experience with investment platforms can add value to their operations.
✨Tip Number 3
Show off your attention to detail! During interviews, share examples of how you've maintained accurate client records or processed new business in previous roles. This will demonstrate that you’re the right fit for their needs.
✨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, if this role isn’t quite right for you, we’ve got loads of other opportunities in the financial planning sector waiting for you.
We think you need these skills to ace Client Services Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration. We want to see how your skills match the role, so don’t be shy about showcasing your time management and attention to detail!
Showcase Relevant Experience: If you've worked with investment platforms like AJ Bell or Standard Life, let us know! Mentioning specific tools you’ve used will help us see how you fit into our team.
Keep It Professional: While we love a friendly tone, remember that this is a professional application. Make sure your language is clear and concise, and double-check for any typos before hitting send!
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 this exciting opportunity!
How to prepare for a job interview at Eden Rose
✨Know Your Platforms
Make sure you’re familiar with the investment platforms mentioned in the job description, like AJ Bell or Standard Life. Brush up on their features and how they operate, as this will show your potential employer that you’re ready to hit the ground running.
✨Highlight Your Experience
With 2+ years in financial services administration, be prepared to discuss specific examples of your past roles. Think about how you’ve managed client records or processed new business, and be ready to share these experiences during the interview.
✨Demonstrate Attention to Detail
Since attention to detail is crucial for this role, consider preparing a few examples where your meticulousness made a difference. Whether it was catching an error in client records or ensuring compliance, these stories will help illustrate your skills.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team’s growth plans or the types of clients you’ll be working with. This not only shows your interest in the role but also helps you gauge if the company culture aligns with what you’re looking for.
