Client Services Administrator (Reception & Office Support)
Bristol, Bristol (County)
£25,000 - £30,000/annum
Posted 1 week ago
About the role
Client Services Administrator (Reception & Office Support)
Bristol (Office-Based)
£25,000 - £30,000
IFA / Wealth Management
The role
We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol.
This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same.
You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration.
It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity.
What you'll be doing
Your day will typically involve a mix of client interaction, coordination, and operational support.
That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates.
You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day.
What we're looking for
We're open on background.
You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role.
What matters most is:
Strong communication, professionalism and confidence with people
A natural sense of organisation and attention to detail
The ability to manage shifting priorities calmly and professionally
A proactive, can-do approach
Pride in delivering a high standard of service
An interest in financial services is welcome - full training and support will be provided.
What this role offers
With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth.
You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment.
Additional benefits include
Annual bonus scheme.
Referral commission for introducing friends and family.
30 days holiday plus bank holidays and Christmas shut down.
Study support & funding to help you achieve industry qualifications.
Pension scheme and sick pay.
BUPA Employee Assistance Program
Birthday day off and regular company events.
Opportunities to contribute to the firm's Charity Foundation.
A positive, team-driven culture with clear career growth pathways.
Why this role
If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity
About this listing
Screened by Joboru
This role passed our automated spam and quality filters and was active in our feed when last checked. Joboru is an aggregator — here is how we screen listings. If anything looks off, tell us.
Similar jobs you may like
Credit Controller
1 day agoHireful
Sales Ledger
1 day agoMillers Vanguard
Junior Accounts / Accounting Assistant - Purpose Led B Corp
1 day agoRecruitment Revolution
FP&A Analyst
1 day agoIQSA Services Limited
Commercial Finance Lead Revenue Management
1 day agoPilgrims Europe
Private Client Services Tax Director
1 day agoBDO
Accountant
1 day agoSpace 8 Recruitment
Female Partnership Recovery & Development Manager
1 day agoMissing Link
Recovery Coordinator
1 day agoHays