Senior Client Servicing Administrator

3 weeks ago


Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

IFA Administrator - £35,000 + Bonus – Bristol / Hybrid
I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development.

Collaborate closely with Financial Advisors to provide proactive assistance
Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
Database management

Hybrid & Flexible working
~ Private Medical Insurance
~ Employee Pension Scheme
~30 days Annual Leave
~ Dental Insurance
~ Health cash plan
~ Study support


The business offers huge opportunities for progression, demonstrated by recent promotions with other IFA Administrators. They are specifically keen to speak with those who have worked with an Advisor within an financial services environment.

IFA Administrator - £35,000 + Bonus – Bristol / Hybrid



  • Bristol, United Kingdom Bishop Fleming Full time

    Client Service Administrator **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an...


  • Bristol, United Kingdom Idex Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol.Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol....


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...


  • Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol....


  • Bristol, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / HybridI'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With...


  • Bristol, United Kingdom Mercer Full time

    **Mercer Marsh Benefits - Bristol** Mercer Marsh Benefits(MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...


  • bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally...


  • Bristol, United Kingdom Bishop Fleming Full time

    Description Client Service Administrator About the role We’re currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest...


  • Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in...


  • Bristol, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the role** We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking for...


  • Bristol, United Kingdom eXPD8 Field Marketing Full time

    **Do you thrive in a fast-paced environment where attention to detail is crucial? Are you passionate about delivering exceptional service to clients? Are you looking to start a career rather than just find a job? **If so, we are offering the opportunity to kickstart your career by joining our Client Services team as a Client Services Administrator. **About...


  • Bristol, United Kingdom eXPD8 Full time

    Are you looking to start a career rather than just find a job? We are looking for people with the right attitude and an eye for detail to join our Client Services family in Bristol 2 days a week, with home-based flexibility the remaining days. **What's the role purpose?** As a Client Services Account Administrator, you will provide top notch admin support...

  • Client Administrator

    6 months ago


    Bristol, United Kingdom Riverside Recruitment Ltd Full time

    I am seeking a part-time Client Administrator for a 6-month maternity cover contract (possibility to be extended). Essential - Previous experience in an administrative role Desirable - Previous experience in professional or accounting services Responsibilities will include: - Client onboarding and offboarding per procedures via online systems -...

  • Client Administrator

    6 months ago


    Bristol, United Kingdom Haines Watts Full time

    Location - **Bristol** - Contract Type - **Part Time** **What's the Role?** The key duties of the role include: - Client onboarding and offboarding per procedures via online systems - Assertively following up with clients and colleagues when additional information is required - Prepare and collate documentation according to money laundering procedures -...


  • Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With...


  • Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / HybridI'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With...


  • Greater Bristol Area, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / HybridI'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based locally to Bristol. With...


  • Bristol, United Kingdom Gb035 Mercer (Uk) Limited Full time

    Description: We are seeking a talented individual to join our Consulting Delivery team at MercerMarsh Benefits.This role will be based in Birmingham or Bristol.This is a hybrid role that has a requirement of working at least three days a week in the office.Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad...