We’re working with an established investment platform, looking for a Client Specialist to join its Bristol team.
This is a client-facing role, supporting financial advisers who use the platform and offering the opportunity to make a valuable contribution to the wider team.
You’ll be responsible for:
- Resolving adviser support requests by email and phone.
- Helping advisers and their staff become self-sufficient on the platform.
- Handling platform administration, such as unidentified transfers and bank account verifications.
- Building strong relationships with Financial Advisors.
- Turning user feedback into process and platform improvements.
- Supporting platform development, including user requirements and system testing.
About you:
- Has strong knowledge of UK investment platform operations.
- Understands ISAs, pensions and different investment options.
- Has client-facing experience in financial services.
- Is customer-focused, with strong attention to detail.
- Communicates confidently, both verbally and in writing.
- Can work independently and as part of a team.
- Ideally holds CII/IOC qualifications (support available if not).
This is an excellent opportunity to join a growing business at an early stage. Benefits include hybrid working, 25 days’ annual leave, a discretionary bonus, a 10% non-contributory pension, private healthcare and life cover.