Client Services Administrator

Client Services Administrator (Permanent) - Winterbourne, Bristol

Join a busy Financial Services practice where the Client Services Administrator role is central to delivering accurate, timely and compliant support to our client and advisers. Based in Winterbourne, Bristol, this Client Services Administrator position reports to the Practice Manager and plays a key part across all product areas within the Financial Services market.

Salary / Payrate: Competitive salary for the right Client Services Administrator candidate (details available on application)

• Prepare and maintain client files, ensuring correspondence is produced in a timely and efficient manner
• Check files for quality; scan, file, and maintain accurate client data in hardcopy and database systems
• Maintain comprehensive filing systems in line with GDPR requirements and firm procedures
• Keep tasks and workflow up to date, following company policy and service standards
• Process letters of authority and liaise with clients, providers and third parties via email, letter and telephone
• Request quotations online (including platforms such as Standard Life Wrap, Quilter, A J Bell) and manage related administration
• Process switches, transfers, withdrawals and retirement benefits (including income drawdown) using provider platforms
• Support proposal-to-policy processing and request investment valuations
• Write post review letters and provide generic client information where required
• Keep up to date with marketplace product/technical/legislative changes and comply with FCA rules and firm policies
• Work collaboratively with advisers and paraplanners as part of the wider team

• Permanent contract and stable career path as a Client Services Administrator
• Supportive team environment with opportunities to learn and progress
• Ongoing training and development aligned to FCA/T&C expectations
• Clear focus on compliance, client fairness and quality administration
• Modern working practices using Office 365 and back-office systems (e.g., Intelliflo)