Client Services Advisor

Cap Resourcing · Bristol, England ·

27–30k £/yrFull-time
Apply on partner site You apply on the advertiser's own site — nothing is stored here.

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
Apply on partner site Listing supplied by one of our partner job boards. Last confirmed: 5 hours ago.

Report this job

Market data from EasyWorkClub, not from the employer

6 new adverts for Customer contact centre information clerk in Bristol in the last 30 days

Remote or home office in 5% of 37 Customer contact centre information clerk adverts we list nationwide

More openings at Cap Resourcing

1 other openings we list

Cap ResourcingBristol Apply