Opportunity Description
Bristol
Salary £28000 - £34000 TypePermanent WorkplaceOn-Site Ref89715Client Services Administrator
Bristol | Office-based | Up to £34,000
An established Financial Planning firm in Bristol is looking to hire a Client Services Administrator to support its pensions and investments team, following planned team growth.
This is a fully office-based role with free parking, offering exposure to a broad range of platforms and products, long-term stability, and optional study support. Flexility can be provided around hours!
The Role
New business processing
Investments, disinvestments, ISAs & income drawdown
Money on/off platforms
Liaison with providers and clients
Maintaining accurate client records
What Theyre Looking For
2+ years experience in financial ser...
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