💼 Full-Time Position

Client Services Admin

🏢
Heat Recruitment
📍 Bristol, England, United Kingdom
📍
Location
Bristol, United Kingdom
📅
Posted
May 28, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

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...