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For Companies At a Glance
- Tasks: Support pensions and investments team with new business processing and client record maintenance.
- Company: Established Financial Planning firm in Bristol with a supportive culture.
- Benefits: Salary up to £34,000, free parking, pension, and private medical after probation.
- Other info: Flexible hours and optional study support available.
- Why this job: Gain valuable experience in financial services and enjoy long-term stability.
- Qualifications: 2+ years in financial services administration and familiarity with investment platforms.
The predicted salary is between 28000 - 34000 £ 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
- Investments, disinvestments, ISAs & income drawdown
- 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
- Pension, death-in-service & income protection
- 25 days holiday (pro rata)
- 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 as 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 Admin in Bristol employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Admin 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 Admin 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 interviews by brushing up on your knowledge of investment platforms. Since they’re looking for someone with experience in platforms like AJ Bell or Standard Life, being able to discuss these confidently will set you apart from the competition.
✨Tip Number 3
Showcase your attention to detail! During interviews, share examples of how you've maintained accurate client records or managed time effectively in previous roles. This will demonstrate that you’re the right fit for the meticulous nature of the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a variety of roles across the financial planning sector, so even if this one isn’t the perfect match, we can help you find something that is. Plus, it’s super easy to get started!
We think you need these skills to ace Client Services Admin 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!
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 your background makes you a great fit. Keep it friendly and professional!
Showcase Relevant Experience: If you've worked with investment platforms like AJ Bell or Standard Life, make sure to mention that! We love seeing candidates who have hands-on experience, so don’t hold back on those details.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s quick and easy, and we can’t wait to see your application come through!
How to prepare for a job interview at Heat Recruitment
✨Know Your Financial Platforms
Make sure you brush up on the investment platforms mentioned in the job description, like AJ Bell or Quilter. Being able to discuss your experience with these platforms will show that you're not just familiar with the role but also ready to hit the ground running.
✨Showcase Your Attention to Detail
Since this role requires strong attention to detail, prepare examples from your past work where your meticulousness made a difference. Whether it was maintaining accurate client records or processing new business, having specific stories ready will help you stand out.
✨Prepare for Client Interaction Scenarios
Even though adviser support experience isn't required, think about how you would handle client queries or liaise with providers. Practising responses to potential scenarios can demonstrate your proactive approach and readiness to engage with clients effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the team dynamics or the types of products you'll be working with. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.