Client Services Administrator
Posted 2 days 21 hours ago by Cap Resourcing Ltd
Client Services Administrator (Diploma Focused)
Location: Bristol (Central/Hybrid)
Salary: £28,000 - £30,000 (Dependent on experience + exam progress)
Are you an ambitious Administrator currently navigating the path toward your Level 4 Diploma?
Our client is a leading Independent Financial Advice (IFA) firm based in the heart of Bristol, known for their client-first philosophy and high-net-worth portfolio. They don't just want someone to process paperwork; they want a future Paraplanner or Adviser who is ready to immerse themselves in the technical side of wealth management.
The Role
This is a pivotal support role designed for someone who understands the "why" behind the advice. You will work closely with the companies established Senior Advisers to ensure a seamless client journey.
Key Responsibilities:
- Processing Business: Managing new business applications for Pensions, Investments, and Protection via various provider platforms.
- Client Liaison: Acting as a professional first point of contact for client queries, ensuring they receive a high-touch, bespoke service.
- Valuations & Reporting: Preparing accurate client valuation reports and meeting packs.
- Data Integrity: Maintaining our CRM (Intelligent Office/CURO) with meticulous attention to detail.
- Technical Support: Assisting with basic research and obtaining illustrations to support the Paraplanning team.
About You
You've moved past the "entry-level" stage and are now looking for a firm that values your professional development.
- Experience: At least 1-2 years within an IFA or Wealth Management environment.
- Qualifications: You have successfully passed at least one or two RO modules and are actively studying toward the full Level 4 Diploma in Financial Planning.
- Tech-Savvy: Comfortable with provider platforms and back-office systems.
- The Bristol Connection: You enjoy the local professional community and are looking for a long-term home in a city-based firm.
Why Join Them?
Our client believes in rewarding those who invest in themselves.
- Study Support: They pay for your exams, study materials, and provide paid "study days" to ensure you pass. Salary increase after every pass
- Career Path: They have a clear internal progression route to Paraplanning or Advice.
- Culture: A collaborative, professional, yet relaxed office environment with regular social events in Bristol.