At a Glance
- Tasks: Support advisers and clients with accurate and timely administration in financial services.
- Company: Service Care Solutions Ltd, a busy financial services practice in Bristol/Winterbourne.
- Benefits: Gain valuable experience in finance and develop your administrative skills.
- Other info: Opportunity for growth in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in client services.
- Qualifications: Attention to detail and strong organisational skills are essential.
The predicted salary is between 25000 - 35000 £ per year.
Service Care Solutions Ltd in Bristol/Winterbourne is seeking a diligent Client Services Administrator to support advisers and clients within a busy financial services practice. The role focuses on accurate, timely, and compliant administration across all product areas, reporting to the Practice Manager.
You will manage client files, process letters of authority, liaise with providers, and handle switches, withdrawals, and investment valuations, while maintaining GDPR-compliant records.
Contact Details:
Service Care Solutions Ltd Recruitment Team
We think you need these skills to ace Financial Services Client Services Administrator in Bristol
Attention to Detail
Client Management
GDPR Compliance
Administration Skills
Communication Skills
Time Management
Financial Services Knowledge
