Are you highly organised, detail-driven, and confident in supporting a busy professional team?

Our client, a leading specialist in investment management and financial planning, are seeking a Client Services Administrator to join a dynamic team within a reputable wealth management environment. This is an exciting opportunity to play a key role in supporting clients, ensuring a seamless client experience through high-quality administration and service delivery.

Key Responsibilities

• Act as a first point of contact for client enquiries
• Provide accurate and clear responses, reports, and correspondence to support client understanding
• Support client onboarding and manage client files in line with company and regulatory standards
• Prepare client portfolio valuations, statements and manage client records on internal systems
• Support invoicing, fee matching, reconciliations, and client status changes
• Manage daily office operations including handling post and correspondence
• Contribute to process improvement initiatives and support ad-hoc projects

About You:

• Previous administration experience is desired 
• Strong numeracy and literacy skills (minimum GCSE Maths and English A-C / 5-9)
• Proficiency in Microsoft Word and Excel and experience with database and client record systems
• Excellent attention to detail, organisation, and time management
• Strong written and verbal communication skills
• A proactive problem solver and critical thinker

Submit your CV to apply today!

Lead Innovation as Implementation Manager for a Cutting-Edge Financial Advice Network

Join the new UK division of a leading global financial services group and spearhead the launch of an innovative, technology-driven financial advice network. As the first hire in this pivotal role, you’ll build a high-performing implementation team, streamline adviser onboarding, and drive the adoption of cutting-edge AI and financial planning tools to transform how advice is delivered.

Key Responsibilities

• Recruit, lead, and mentor a team of Implementation Executives
• Oversee the onboarding lifecycle of adviser firms, ensuring smooth adoption of investment propositions  and advice tools
• Guide firms through CRM, client portal, and reporting system setup
• Ensure seamless integration with central platforms and AI-supported advice tools
• Develop scalable frameworks and standardised workflows
• Act as a trusted partner to adviser firms, maintaining strong relationships with all stakeholders 
• Ensure all implementation activities align with regulatory requirements and compliance frameworks
• Capture feedback, monitor implementation progress, and work with product and operations teams to enhance systems and processes

Skills & Experience

• Proven experience in building and leading operational/implementation teams
• Strong understanding of the UK financial advice and wealth management sector
• Knowledge of investment products, wrappers, platforms, and restricted advice models
• Track record of successful onboarding and implementation of financial technology solutions
• Excellent project management and organisational skills with the ability to manage multiple projects
• Strong communication and relationship management skills
• Technical knowledge of CRM systems, financial planning tools, and AI-driven advice technologies

Rewards & Benefits

• Performance Bonus: Potential bonus of up to 10%
• Pension: 10% non-contributory Pension
• Comprehensive Health Coverage: Private Medical Insurance
• Life Assurance: Benefit from 8x salary cover for peace of mind

To apply, submit your CV today.

Are you experienced in payments, transfers, or wider banking operations – and ready to take the next step in your career?

We’re supporting an award winning international wealth management platform that is expanding its Operations team and looking for an Operations Executive to join their growing Bath-based office.

This business provides innovative online technology that empowers professional advisers to manage investments for internationally mobile clients, expats, and trustees. Their platform offers access to a wide range of investment options, including GIAs, ISAs, and SIPPs, as well as portfolio management tools and investment services.

What you’ll be doing:
As an Operations Executive, you’ll play a key role in the heart of the business – ensuring advisers and clients receive an exceptional service. Your responsibilities will include:

• Processing and prioritising day-to-day operational tasks, including payments, transfers, withdrawals, and client instructions
• Managing client account changes, including residency updates, adviser appointments, and platform set-ups
• Investigating and resolving queries, ensuring clients receive timely, compliant, and accurate outcomes
• Supporting operational risk management by escalating incidents, contributing to root cause analysis, and embedding preventative measures
• Helping to improve processes and systems to enhance efficiency and deliver great customer outcomes in line with Consumer Duty

What we’re looking for:

• 2+ years’ experience in payments, transfers, or wider banking/financial operations
• Excellent interpersonal and communication skills, both written and verbal
• Strong attention to detail and analytical skills
• A proactive, self-motivated approach with the ability to work both independently and as part of a team
• An interest in financial services, investments, and wealth management

Beneficial but not essential:

• Experience with investment platforms, ISAs, or SIPPs
• Financial services qualifications (e.g. IOC, CII)

Rewards & Benefits:

• Discretionary Bonus Scheme
• A contribution of 9% of your gross salary into your pension each month
• 33 days annual leave that includes English statutory bank and public holidays (prorated for
  part time employees)
• Opportunity to buy or sell an additional 5 days annual leave (prorated for part time
  employees)
• Private Healthcare Programme (Including Dental Benefits)
• Employee Assistance Program (EAP)
• Enhanced Parental Leave
• Enhanced Sick Pay
• Support with Professional Development
• Life Assurance
• Income Protection

If you’re passionate about financial services and have a strong background in payments, transfers, or banking operations, we’d love to hear from you.

Apply today to find out more

Do you have previous experience in claims with strong attention to detail?

Our client, a leading insurance firm, is looking for a Claims Assessor to join their team. This is a fantastic opportunity to play a key part in supporting members, ensuring claims are handled accurately and  efficiently.

Key Responsibilities:

• Assess, process, and pay claims accurately across a range of products
• Maintain detailed and up-to-date records of claims activities
• Communicate regularly with claimants, providing clear updates and support
• Liaise with partners, treatment providers, and internal teams to resolve queries
• Investigate and respond to complaints or escalations promptly and professionally
• Ensure all claims are handled in line with FCA, Data Protection, and regulatory standards

About You:

• Previous experience in claims, insurance, or financial services is desirable
• Strong decision-making skills with excellent attention to detail
• A customer-first mindset, able to handle sensitive queries with empathy and professionalism
• Confident communicator with strong interpersonal skills
• Proactive and adaptable, able to manage workloads effectively to meet service levels
• High personal standards in attendance, time-keeping, and conduct

Want to be a part of a supportive team where your contribution makes a real impact? Submit your CV today!

Do you have experience with client service and thrive in a collaborative environment?

Our client, a growing wealth management and corporate benefits firm, is looking for a Client Support professional to join their Bristol based team.

About the role:

• Assist with the set-up and ongoing administration of Group Risk and Healthcare schemes
• Handle client and provider queries efficiently and professionally
• Ensure service levels and compliance requirements are consistently met
• Administer schemes including Private Medical Insurance, Dental, and Wellness programs
• Support renewals, claims, and provider communications
• Build strong relationships with internal teams and external stakeholders

About you:

• Experience in corporate benefits administration, particularly Group Risk and Healthcare
• Proficiency in Microsoft Word, Excel, and database systems
• Strong communication and decision-making skills
• High attention to detail and analytical thinking
• A proactive, professional, and collaborative approach

Please apply today to be considered for this role.

Are you ready to join a fast-paced, growing business where your client service skills will truly make an impact?

We’re looking for a Senior Client Support professional to join a dynamic and collaborative team supporting financial advisers across a wide range of services including wealth management, investment planning, and employee benefits. With exciting growth driven by strategic acquisitions, this is the perfect time to join a business combining start-up energy with long-term security.

The Role

• You will play a key role in supporting financial advisers by preparing client reports, updating systems, liaising with providers, and ensuring the highest standards of service delivery
• Preparing for client reviews, updating client records and requesting provider information
• Validating fund data and updating income expectations
• Producing valuation reports and supporting documentation using internal templates
• Submitting cases and assisting in new business processing
• Answering calls and dealing with client and provider enquiries
• Staying up to date with products, regulations, and compliance requirements
• Supporting advisers with excellent administrative assistance

About You:

• Previous experience supporting a financial adviser or working in a regulated financial services environment
• Excellent written and verbal communication skills
• Highly organised with great attention to detail
• Strong IT skills and the ability to quickly learn systems (knowledge of IO is a bonus)
• GCSE Maths and English (Grade 5 or above) or equivalent
• A proactive team player with a customer-focused mindset
• Willingness to embrace company values of professionalism, trust, and innovation

This is a fantastic opportunity for someone who wants to be part of a forward-thinking company with strong values and ambitious growth plans.

Ready to take the next step in your financial services career?

Apply now to join a team where your contribution really matters.

Are you a detail-oriented and organised individual with experience supporting Financial Advisers?

Do you thrive in a fast-paced environment and want to be part of a rapidly growing, private equity-backed organisation offering genuine progression opportunities?

We’re looking for a Client Support professional to join a dynamic and collaborative team supporting financial advisers across a wide range of services including wealth management, investment planning, and employee benefits. With exciting growth driven by strategic acquisitions, this is the perfect time to join a business combining start-up energy with long-term security.

The Role

You will play a key role in supporting financial advisers by preparing client reports, updating systems, liaising with providers, and ensuring the highest standards of service delivery. Your responsibilities will include:

• Preparing for client reviews by updating client records and requesting provider information
• Validating fund data and updating income expectations
• Producing valuation reports and supporting documentation using internal templates
• Submitting cases and assisting in new business processing
• Answering calls and dealing with client and provider enquiries
• Creating and maintaining accurate client files
• Staying up to date with products, regulations, and compliance requirements
• Supporting advisers with excellent administrative assistance across all aspects of client car

What We’re Looking For

• Experience supporting a financial adviser or working in a regulated financial services environment
• Excellent written and verbal communication skills
• Highly organised with great attention to detail
• Strong IT skills and the ability to quickly learn systems (knowledge of IO is a bonus)
• GCSE Maths and English (Grade 5 or above) or equivalent
• A proactive team player with a customer-focused mindset
• Willingness to embrace company values of professionalism, trust, and innovation

This is a fantastic opportunity for someone who wants to be part of a forward-thinking, inclusive company with strong values and ambitious growth plans.

Ready to take the next step in your financial services career? Apply now to join a team where your contribution really matters.

Are you a detail-oriented Operations professional with a knack for solving problems, managing projects, and driving performance? We’re looking for a proactive Operations Manager to lead and support critical business functions across our organisation.

In this varied and impactful role, you’ll oversee business operations, analyse data, manage projects, and ensure the smooth functioning of key systems, particularly within wrap platforms and financial services. You’ll work closely with internal teams, suppliers, and clients—resolving technical queries, driving improvements, and ensuring an excellent client experience.

Key Responsibilities:

• Investigate and resolve technical and operational queries via phone and email
• Analyse business performance data and produce actionable reports for stakeholders
• Conduct due diligence and manage supplier relationships, including onboarding and contract renewals
• Maintain and update model portfolios across third-party platforms
• Project manage operational changes from planning to completion
• Schedule meetings and manage tasks using CRM systems
• Communicate effectively with internal teams, clients, and external stakeholders
• Identify issues, analyse root causes, and implement resolutions
• Monitor client feedback and manage complaints to support continuous improvement

What We’re Looking For:

• At least 5 years of experience in operations, project planning, or a similar role
• Experience in financial services, such as wrap platforms, financial advice, or fund operations
• Strong organisational and problem-solving skills with a high attention to detail
• Confident communicator—both written and verbal—with the ability to present to senior stakeholders
• Comfortable handling technical enquiries and client communications
• A team player who can also take initiative and manage competing priorities
• Working knowledge of financial products, investment platforms, and basic tax considerations is desirable

This is a great opportunity for someone looking to take ownership of operational processes in a growing and dynamic environment. If you’re a self-starter with excellent analytical and communication skills, we’d love to hear from you.

Do you have experience in adviser support in a wealth management or wealth platform firm?

Our client, a growing wealth platform, are looking for a Client Support Adviser to join their Bristol based team.

Responsibilities include

• Resolve adviser queries over the phone and email, and work proactively to enable them to become self sufficient on the platform
• Deal with administrative tasks relating to the platform
• Establish strong working relationships with advisers, proactively looking for feedback and developing initiatives as a result
• Keep up to date with industry regulations and changes

About You

• Strong knowledge of products in the UK financial services industry, including ISAs and Pensions
• Experience within a client facing role, and focus on customer service
• Proactive mindset
• Outstanding communication skills, with a professional demeanour
• Strong attention to detail and ability to prioritise

Please apply today to be considered for this role.

Do you have experience in financial services and have excellent organisational skills? Are you a good communicator capable of developing professional relationships with both colleagues and clients?

Our client, a leading wealth management firm, is looking for a Senior Administrator to provide administrative support to investment service activities in an important area of the company.

You will be:

• Resolving client and investment administration queries
• Responsible for the opening processes for new clients
• Preparing any payment and transaction forms for investment managers
• Assist with the new client account opening process as appropriate
• Present documents professionally and in an appropriate format for Investment Manager sign-off
• Interact, respond, and resolve any client queries, and at times referring to senior members
• Develop professional relationships with clients, assisting and organising any meetings and preparation documentation

Your skills and qualifications:

• Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy
• Knowledge and interest of private client fund management 
• Excellent analytical and numeracy skills
• Strong organisation skills
• Experience in Microsoft PowerPoint and other packages 
• High quality written and verbal communication skills
• Computer literate

If this sounds like you, please apply today.