Client Services Advisor (Financial Services)

Job description

Adviser Support Specialist

Bristol (Hybrid)

Salary - £29,000–£32,000 (DOE)

Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done?

A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.

This is a rare chance to join at an early stage and help build something exciting from the ground up.

What we’re looking for

• Strong knowledge of UK investment platforms, products, and financial services operations.
• Understanding of wrappers such as ISAs and Pensions, plus investment options.
• Experience in a client‑facing financial services role.
• A genuinely customer‑centric mindset and willingness to go the extra mile.
• A self‑starter who enjoys working independently but thrives in a collaborative team.
• Excellent written and verbal communication skills.
• High attention to detail and the ability to juggle multiple priorities.
• Integrity and awareness of industry regulations.
• CII/IOC qualifications are a bonus, support is available if you want to work towards them.

What’s on offer

• £29,000–£32,000 salary (DOE).
• 25 days annual leave.
• Discretionary bonus.
• 10% non‑contributory pension.
• Private healthcare, income protection, and 8x life cover.
• Hybrid working model.
• Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
• The chance to be part of a small, ambitious team with real development opportunities.

Apply with an up to date CV or get in touch for more information.

Extra information

Status

Open

Education Level

Secondary School

Location

City Of Bristol

Type of Contract

Full-time jobs

Published at

03-04-2026

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