Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, are looking for a Client Support Adviser to join their Bristol based team.

Responsibilities include

• Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
• Deal with administrative tasks relating to the platform
• Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
• Keep up to date with industry regulations and changes 

About you

• Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
• Experience within a client facing role, and focus on customer service
• Proactive mindset
• Outstanding communication skills, with a professional demeanour
• Strong attention to detail and ability to prioritise

Please apply today to be considered for this role.

Do you have excellent IT skills and high attention to detail?

Our client, a wealth management firm, are looking for a Data Administrator on a 4-6 month FTC.  This role will be to support with a data migration project in the Investment Operation Department.

About the role:

• Data remediation of two in house back-office systems
• Investigation of historic client data files
• Correction of identified data errors
• Liaison with multiple teams in the business

About you:

• Excellent IT skill
• Problem solver
• Excellent attention to detail
• Organised 
• Good communicator

Please apply today to be considered for this role

Do you have experience in SIPP administration? Are you detail-oriented with strong communication skills?

Our client, a fast-growing investment platform, is looking for a SIPP Operations Executive to join their team in Bath. This role is crucial in delivering exceptional service to advisers and clients while ensuring smooth and compliant operations.

What You’ll Do:

• Process Client Instructions & Administration – Accurately handle SIPP-related client requests, ensuring timely and efficient processing.
• Manage Queries & Complaints – Respond to and resolve customer and adviser queries, investigating complaints professionally.
• Maintain & Improve Processes – Update team procedures, enhance process flows, and identify operational risks.
• Ensure Compliance & Quality Service – Deliver excellent customer outcomes while adhering to regulatory and internal compliance standards.
• Collaborate with Stakeholders – Work closely with advisers, customers, internal teams, and third parties to support smooth operations.

Your Skills:

• SIPP administration experience within financial services
• Exceptional attention to detail with strong data processing skills
• Confident communicator with excellent interpersonal and telephone skills
• Team player who can also work independently to meet deadlines
• Proactive mindset with a willingness to learn and improve processes

If this sounds like you, please apply today!

Are you a confident and outcome-oriented individual with a passion for delivering exceptional customer service?  Do you thrive in a fast-paced environment, solving problems and building strong customer relationships?

Our client, a growing global Insurance Firm, is looking for a Customer Support Specialist to join their Bristol based team.  This is a fantastic opportunity to join a high-growth company with excellent career development prospects and a supportive team environment.
 
Responsibilities

• Welcoming and onboarding new customers, ensuring they have all the information they need
• Handling customer queries and resolving any issues efficiently
• Identifying opportunities to upsell and cross-sell relevant products and services
• Maintaining accurate client records and updating customer details
• Adhering to company policies and compliance procedures
• Meeting sales and retention targets in line with company objectives
• Collaborating with team members and other departments to deliver excellent service

About You

• Previous experience in customer service and/or sales is beneficial
• Excellent communication skills, both written and verbal
• Strong attention to detail and the ability to work accurately
• A team player with a positive, self-motivated attitude
• Ability to remain calm under pressure and handle queries efficiently
• Familiarity with CRM tools and customer management principles is desirable
• Strong time management and organisational skills

 If you’re motivated, customer-focused, and eager to make an impact, we’d love to hear from you!

Are you driven, detail-oriented, and looking to advance your career?

Our client, a rapidly growing wealth management firm, is looking for a Platform Assistant to join their dynamic team.

Responsibilities:

• Manage platform operations, including helpdesk support and adviser queries
• Oversee CRM updates, client communications, and migration processes
• Conduct audits on platform accounts, fees, and cash flow monitoring
• Liaise with the platform provider and handle system error logs
• Improve processes, draft training guides, and ensure compliance with SLAs

About you:

• Strong telephone and written communication skills
• Solid understanding of investment platforms
• Excellent organisation, prioritisation, and attention to detail
• Analytical, problem-solving, and able to work under pressure

If you’re looking to grow in the financial services sector and thrive in a fast-paced environment, we’d love to hear from you!

Are you an organised and detail-oriented administrator looking to start a career in wealth management?

Our client, a growing international wealth management platform, is looking for an Operations Executive to join their Bath based team on a full-time 6-month contract.

What You’ll Do:

• Process and prioritise daily tasks while maintaining high service levels and quality
• Be the first point of contact for customers, advisers, and third parties across multiple channels
• Identify client solutions and collaborate with colleagues to improve processes and customer experience
• Contribute to team meetings by sharing insights and feedback to enhance operational efficiency
• Ensure compliance with regulations by swiftly escalating incidents and supporting root cause analysis
• Complete mandatory training on risk, data security, GDPR, and CASS rules

Your Skills:

• At least 6 months of administrative experience
• Strong attention to detail and excellent data processing skills
• Confident communication, interpersonal, and telephone skills
• Ability to work independently and as part of a team to meet goals
• Proactive, self-motivated, and eager to learn

If this sounds like you, please apply today.

Are you organised, proactive, and ready to take your career to the next level?

Our client, a rapidly growing wealth management firm, are looking for a Financial Services Administrator to join their dynamic team.

Responsibilities:

• Support the integration of newly acquired businesses into the organisation
• Maintain high data accuracy in the back-office CRM system
• Conduct data migration and cleansing 
• Model asset migration to forecast client transitions
• Utilise internal and third-party product provider platforms to create migration packs
• Liaise with advisers and internal departments to ensure smooth integration
• Track client movements and monitor resignations throughout earn-out periods
• Provide regular monitoring dashboards to advisers
• Build relationships and contribute to process improvements 

About you:

• Excellent written and verbal communication skills
• Strong prioritisation, organisation, and time management abilities
• Solid numerical and analytical skills
• Proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Problem-solving skills and adaptability in a dynamic environment
• Ability to work under pressure and meet deadlines
• Experience in the financial services sector and understanding of acquisitions (preferred)

If you’re looking to grow in the financial services sector and thrive in a fast-paced environment, we’d love to hear from you!

Are you a highly organised individual with experience in financial services?

Our client, one of the UK’s largest investment management firms is looking for an Investment Administrator to join their Bristol based team.

Your responsibilities:

• Manage administrative client and financial adviser queries and respond by phone, letter or email
• Facilitate opening new accounts assuring a smooth process
• Assist investment managers with ongoing portfolio management, identifying debit positions and forthcoming standing orders
• Make client and third-party payments and monitor incoming and outgoing in-specie or cash transfer
• Write and respond to emails and letters as well as talking to clients on the phone

Your skills:

• Excellent interpersonal, communication, and telephone skills
• Ability to work independently, proactively and well in a team
• Self-motivated and eager to learn
• Ideally, but not essential, you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management
• Interest in financial services or a good understanding of our financial services

If this sounds like you, please apply today.

Are you outgoing and enthusiastic with a desire to work within a sales environment? Do you have an interest or experience in financial services?

Our client, an award-winning financial services firm, is looking for a Business Development Consultant to join their supportive team in Bristol.

Your responsibilities will be:

• Providing office support including writing content/packs for Business Development Managers
• Assisting BDMs with content creation, meeting preparation, follow-ups, and coordinating internal resources
• Developing partner and prospect relationships, proactively contacting, and maintaining the relationships
• Support the growth of the brand and reputation of the firm
• Build and continuously develop relevant industry knowledge, distributing this information internally

Your skills and experience:

• Driven, and resilient, seeking a sales environment and striving to develop professionally
• A proactive and enthusiastic attitude
• Strong communication skills, an ability to build strong professional relationships – working independently and within a team
• Excellent communication skills 
• Experience in or a keen knowledge of financial services

If this sounds like you, please apply today.

Do you have strong written and verbal communication skills? Are you also highly organised and able to multitask?

Our client, an award-winning financial services firm, is looking for a Client Support Administrator to join their team. 

Your Responsibilities:

• Support the client consultants to ensure the service agreed is fully embraced within the businesses that have signed with the firm
• Collate and use reports from the firms secure site to establish training requirements of external and internal users and implement the required training programmes
• Provide support to the Client Services Team by taking ownership of and resolving complex queries
• Use reports to establish system development requirements and issues and liaise with internal stakeholders to address them
• Maintain professionalism when engaging with internal staff and management

Your Skills:

• Strong communicator with a can do approach 
• Enthusiastic and resilient individual  
• Strong planning and organisation skills
• Able to effectively manage own workload and use own initiative
• Proficient in Microsoft Office

If this sounds like you, please apply today.