⏰ Permanent

Client Services Admin

🏢

Heat Recruitment

                    Location
                    📍 Bristol, United Kingdom
                

                    Posted
                    📅 June 05, 2026
                

                    Work Type
                    ⏰ Permanent
                

Position Overview

                    Location
Bristol
 Salary £28000 - £34000 TypePermanent WorkplaceOn-Site Ref89715 Client 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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Job Details

⏰

Employment Type

Permanent

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