Client Services Advisor
Cap Resourcing · Bristol, England ·
Adviser Support Specialist Bristol (Hybrid) Salary - £27,000–£30,000 (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
- £27,000–£30,000 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
Market data from EasyWorkClub, not from the employer
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More openings at Cap Resourcing
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- Advisor Support Specialist · Bristol