Client Services Administrator

Client Services Administrator (Diploma Focused)Location: Bristol (Central/Hybrid)Salary: £28,000 - £30,000 (Dependent on experience + exam progress)Are you an ambitious Administrator currently navigating the path toward your Level 4 Diploma?Our client is a leading Independent Financial Advice (IFA) firm based in the heart of Bristol, known for their client-first philosophy and high-net-worth portfolio. They don''t just want someone to process paperwork; they want a future Paraplanner or Adviser who is ready to immerse themselves in the technical side of wealth management.The RoleThis is a pivotal support role designed for someone who understands the "why" behind the advice. You will work closely with the companies established Senior Advisers to ensure a seamless client journey.Key Responsibilities:Processing Business: Managing new business applications for Pensions, Investments, and Protection via various provider platforms.Client Liaison: Acting as a professional first point of contact for client queries, ensuring they receive a high-touch, bespoke service.Valuations and Reporting: Preparing accurate client valuation reports and meeting packs.Data Integrity: Maintaining our CRM (Intelligent Office/CURO) with meticulous attention to detail.Technical Support: Assisting with basic research and obtaining illustrations to support the Paraplanning team.About YouYou''ve moved past the "entry-level" stage and are now looking for a firm that values your professional ..... full job details .....