Client Services Administrator

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Client Administrator - £35,000 + Bonus – Bristol / Hybrid
I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 12 months+ of financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development.
Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience Assemble meeting materials for Advisors before client meetings Raise invoices where required Database management
Perks: Hybrid & Flexible working Private Medical Insurance Employee Pension Scheme 27 days Annual Leave 8% Employer Pension Contribution Dental Insurance Health cash plan Study support
The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Admini...
Location:
Bristol
Category:
Customer Service & Support

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