Client Services Advisor (Financial Services)

New Today

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.

Location:
City Of Bristol
Job Type:
FullTime
Category:
Automotive

We found some similar jobs based on your search