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Permanent

Ifa Administrator - hynrid after probation

Reed
Bristol
money-bag £28000 Annual
Posted: 25 August 2026 (Yesterday)
Closing date: 24 September 2026
Ref: 3161810268

Client Support Location: Hybrid Working (3 days office / 2 days home following probation)Salary: £28,000 - £35,000 per annum (dependent on experience)Hours: Full-time, 37.5 hours per week About the Role We are seeking a highly organised and client-focused Client Support Admin to join a growing financial services team. This is a pivotal role responsible for delivering exceptional service to high-net-worth clients while supporting Financial Planners and ensuring the smooth processing of new and existing business. The successful candidate will act as a primary point of contact for clients, managing relationships, resolving queries, coordinating administrative processes, and ensuring all work is completed accurately, efficiently, and in line with regulatory and compliance requirements. This role would suit an experienced financial services administrator or client support professional who thrives in a fast-paced environment and is passionate about delivering outstanding client experiences. Key Responsibilities Client Relationship Management Build and maintain strong relationships with clients, providing a consistently high level of service. Act as a main point of contact for clients, handling enquiries professionally and efficiently. Identify opportunities to enhance the client experience and contribute to continuous service improvement. Resolve client queries independently, escalating to Financial Planners where appropriate. Business Processing and Administration Process new ..... full job details .....

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