Client Services Administrator in Greater Bristol Area

Job description

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 Administrators. They are specifically keen to speak with those who have worked with an Advisor within an financial services environment.

If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com

Client Administrator - £35,000 + Bonus – Bristol / Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Bristol Area

Type of Contract

Part-time jobs

Published at

04-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English