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- Tasks: Support the pensions and investments team in a dynamic financial planning firm.
- Company: Reputable financial planning firm based in Bristol.
- Benefits: Salary up to £34,000, free parking, and private medical insurance after probation.
- Why this job: Join a stable team and make a difference in clients' financial futures.
- Qualifications: Over 2 years of experience in financial services administration required.
- Other info: Flexible hours available for a better work-life balance.
The predicted salary is between 20400 - 40800 £ per year.
A financial planning firm in Bristol is seeking a Client Services Administrator to support its pensions and investments team. This fully office-based role offers a salary up to £34,000 and includes benefits such as free on-site parking and private medical insurance post-probation.
The ideal candidate will have over 2 years of experience in financial services administration and familiarity with investment platforms. Flexibility around hours is available.
Apply now to join a reputable team committed to long-term stability.
Client Services Administrator – Financial Planning (Office‑Based) 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 – Financial Planning (Office‑Based) 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 the interview by brushing up on your knowledge of investment platforms and financial services administration. We want you to feel confident and ready to impress, so practice common interview questions and think about how your experience aligns with the role.
✨Tip Number 3
Showcase your flexibility! Since the job offers flexible hours, be sure to highlight your adaptability during interviews. Let them know you're open to working different hours to support the team and meet client needs.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join our reputable team, so make sure you get your application in!
We think you need these skills to ace Client Services Administrator – Financial Planning (Office‑Based) 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 align with the role, so don’t be shy about showcasing your familiarity with investment platforms!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the Client Services Administrator role and how you can contribute to our pensions and investments team. Keep it personal and engaging!
Be Clear and Concise: When filling out your application, clarity is key. We appreciate straightforward answers that get to the point. Avoid jargon unless it’s relevant to the role – we want to understand your experience without any confusion.
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’s super easy to do!
How to prepare for a job interview at Eden Rose
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services administration, especially around pensions and investments. Familiarity with investment platforms is key, so be ready to discuss any relevant experience you have in this area.
✨Showcase Your Experience
With over 2 years of experience required, prepare specific examples from your past roles that highlight your skills and contributions. Think about how you can demonstrate your ability to support a team effectively and manage client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to financial planning and client services. This shows your genuine interest in the role and helps you understand if the company culture aligns with your values.
✨Dress for Success
Since this is an office-based role, make sure to dress professionally. A smart appearance can make a great first impression and shows that you take the opportunity seriously.
