Client Services Administrator

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.