Client Services Advisor

Adviser Support Specialist
Bristol (Hybrid)
Salary - £27,000–£30,000 (DOE)
Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done?
A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.
This is a rare chance to join at an early stage and help build something exciting from the ground up.
What we’re looking for
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Strong knowledge of UK investment platforms, products, and financial services operations.
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Understanding of wrappers such as ISAs and Pensions, plus investment options.
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Experience in a client‑facing financial services role.
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A genuinely customer‑centric mindset and willingness to go the extra mile.
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A self‑starter who enjoys working independently but thrives in a collaborative team.
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Excellent written and verbal communication skills.
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High attention to detail and the ability to juggle multiple priorities.
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Integrity and awareness of industry regulations.
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CII/IOC qualifications are a bonus, support is available if you want to work towards them.
What’s on offer
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£27,000–£30,000 salary (DOE).
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25 days annual leave.
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Discretionary bonus.
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10% non‑contributory pension.
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Private healthcare, income protection, and 8x life cover.
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Hybrid working model.
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Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
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The chance to be part of a small, ambitious team with real development opportunities.
Apply with an up-to-date CV or get in touch for more information