Our Client, a well established Wealth Management firm, is seeking a highly organised and proactive PA on a 3 month basis to provide comprehensive support to a senior executive and their wider department. This is a varied and fast-paced role, ideal for someone who thrives on managing priorities, coordinating communications, and ensuring everything runs smoothly behind the scenes.

Key Responsibilities

• Proactively manage the Executive’s diary and inbox, prioritising meetings and actions to ensure deadlines are met
• Prepare briefings, summaries, reports, and presentations for internal and external audiences
• Coordinate complex travel arrangements and prepare full diary packs, including papers, tickets, and travel information
• Organise and support internal and external meetings, conferences, video calls, and events
• Track actions, follow up with stakeholders, and keep the Executive informed of progress
• Provide high-quality administrative support, including maintaining spreadsheets, databases, SharePoint pages, and management information
• Liaise with clients and internal stakeholders where appropriate
• Support document editing and preparation, particularly Excel spreadsheets and PowerPoint presentations
• Manage departmental communications, including monthly updates, presentations, and intranet content
• Handle general administration such as expenses, invoices, printing, binding, and ordering stationery

Skills & Experience

• Proficient in Microsoft Excel, Word, PowerPoint, and MS Teams
• Excellent organisational skills with strong time management and attention to detail
• Confident communicator, able to build relationships across all levels of the business
• Discreet and professional, with the ability to handle confidential information appropriately
• Proactive, adaptable, and comfortable managing multiple priorities

This is an excellent opportunity for an experienced Personal Assistant or Senior Administrator looking to play a key role in supporting leadership and departmental communications.

Are you a driven, diligent individual with a proactive attitude? Do you have excellent attention to detail skills?

Our client, a leading provider of Group Insurance, is looking for a Corporate Client Coordinator to join their Bristol team.

Your responsibilities will include:

• Undertake responsibility for end-to-end process of tasks
• Ensure knowledge of products and regulatory environments is complied with
• Answer incoming inquiries accurately and document their resolution
• Investigate and resolve complaints and queries
• Maintain relationships with advisors and other business areas

Your skills:

• A positive individual with a “can-do” attitude
• Work well under pressure in a fast-paced environment
• IT competent with experience of using MS Office
• A highly accurate individual with excellent attention to detail

If this sounds like you, please apply today.

Our client, an established wealth management firm, is looking for a proactive and organised Client Support Executive to join their Employee Benefits team. You will support Financial Planners in administering pensions, health, risk, and wellbeing schemes, ensuring accurate data, excellent client service, and regulatory compliance.

Key Responsibilities

• Act as first point of contact for clients, providers, and internal teams
• Manage employee benefits schemes, including new business, changes, and renewals
• Maintain accurate client and scheme data and CRM records
• Provide administrative support and assist with reports and audits
• Suggest improvements and contribute to team initiatives

Skills & Experience

• Administrative experience with strong attention to detail
• Excellent communication and customer service skills
• Proficient in Microsoft Office
• Experience in pensions or employee benefits administration
• CRM or back-office system experience

We are looking for someone organised, adaptable, and proactive with a can-do attitude, who thrives in a collaborative and professional environment.  If this sounds like you, please apply today!

Are you passionate about delivering exceptional customer service and building trusted relationships in the financial services industry?

Join a leading financial services organisation as a Client Services Consultant, where you’ll play a key role in supporting financial advisers, paraplanners, and clients by providing expert assistance across our award-winning investment solutions platform.

About the Role
As a Client Services Consultant, you’ll be one of the primary points of contact for our customers – including financial advisers, support staff, and end clients. You’ll handle a broad range of queries relating to our investment and technology propositions, ensuring every interaction delivers an outstanding client experience.

Key Responsibilities

• Provide first-class customer service in both B2B and B2C environments
• Respond to inbound calls, emails, and live chats from advisers, paraplanners, clients, and third-party providers
• Make proactive outbound calls to provide updates or clarify processes
• Resolve adviser and client queries efficiently, collaborating with internal teams where needed
• Handle and resolve client concerns or dissatisfactions with professionalism and empathy
• Complete a range of administrative tasks, such as updating client details and account changes
• Create and update knowledge articles to improve service quality and consistency
• Ensure all interactions comply with regulatory standards and conduct rules

What You’ll Bring

• Previous experience in financial services or a customer service role in a related sector
• Excellent verbal and written communication skills
• Strong relationship management and stakeholder engagement abilities
• Exceptional organisational and multitasking skills
• A proactive, adaptable, and collaborative approach
• Working towards or holding an IOC qualification (or equivalent) is advantageous

If you’re a motivated, customer-focused professional looking to build and develop your career within financial services, apply today to be considered for this exciting opportunity.

An ambitious and growing wealth management firm is seeking a Financial Analyst to support its acquisition-led growth strategy. This is a key role within the business, working closely with senior stakeholders to evaluate potential acquisitions, conduct financial due diligence, and deliver insightful analysis that supports strategic decision-making.

Responsibilities include:

• Build and maintain detailed financial models to assess potential acquisitions and their strategic impact
• Conduct financial due diligence, validating revenue streams and identifying risks, synergies, and integration considerations
• Support deal structuring through cash flow modelling, funding analysis, and ROI assessments
• Collaborate with senior leadership, finance teams, legal advisors, and external consultants throughout the transaction lifecycle
• Prepare clear, data-driven reports and presentations for senior stakeholders
• Monitor post-acquisition financial performance against original assumptions

Skills and Experience Required:

• Degree in Finance, Economics, Accounting, or a related discipline
• Professional qualification (ACA, ACCA, CIMA, CFA) highly desirable
• Strong financial modelling and valuation experience (DCF, LBO, NPV, sensitivity analysis)
• Background in M&A, corporate finance, investment banking, or financial due diligence
• Advanced Excel and financial modelling capability
• Excellent analytical skills with strong attention to detail
• Confident communicator, able to present complex financial insights to senior stakeholders
• Self-motivated and able to manage multiple projects in a fast-paced environment

Please apply to be considered for this role.

Are you an administrator with a background in financial planning or investment management?

Our client, a leading specialist in investment management and financial planning, is looking for a proactive and detail-oriented Paraplanning Administrator to join their team.

Your Responsibilities:

• Prepare suitability letters and non-complex recommendation reports
• Support paraplanners with research and documentation collation for financial planning reports
• Maintain accurate and compliant client files and CRM records
• Coordinate between internal teams and third-party providers to facilitate efficient workflows
• Schedule client meetings and ensure all necessary documentation is prepared
• Provide administrative support on ad-hoc tasks and projects
• Peer review and quality check colleagues’ work when required

Your Skills:

• Experience in new business applications, processing, and experience with a wide variety of products
• Experience in a senior administration role within an advisory/investment management setting
• CF1, R01 or equivalent qualification is desirable
• Strong academic background, with A-levels (or equivalent) and GCSEs in Maths and English (grades A–C or 5–9)
• Solid understanding of regulated financial advice and investment management
• Excellent attention to detail, ability to multi-task, and strong communication skills
• Competent with Microsoft Word and Excel, and experienced in using client database systems

If this sounds like you please apply today!

Are you a highly organised individual with experience in financial services?

Our client, one of the UK’s largest investment management firms is looking for an Investment Administrator to join their Bristol based team.

Your responsibilities:

• Manage administrative client and financial adviser queries and respond by phone, letter or email
• Facilitate opening new accounts assuring a smooth process
• Assist investment managers with ongoing portfolio management, identifying debit positions and forthcoming standing orders
• Make client and third-party payments and monitor incoming and outgoing in-specie or cash transfer
• Write and respond to emails and letters as well as talking to clients on the phone

Your skills:

• Excellent interpersonal, communication, and telephone skills
• Ability to work independently, proactively and well in a team
• Self-motivated and eager to learn
• Ideally, but not essential, you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management
• Interest in financial services or a good understanding of our financial services

If this sounds like you, please apply today.

Are you an excellent communicator with strong interpersonal skills? Do you have experience delivering high quality customer service?

Our client, a leading provider of Group Insurance, is looking for a Customer Service Representative to join their team.

Your responsibilities:

• Handle incoming phone inquiries, document resolutions accurately, and ensure empathetic and appropriate communication methods
• Build and maintain strong working relationships with colleagues and advisers
• Take charge of tasks from start to finish, ensuring compliance with product knowledge and regulations
• Amend and maintain precise company records to meet legislative, customer, and company requirements
• Contribute actively to team development, review procedures for service improvement, and focus on personal growth

Your skills:

• Bachelor’s degree required, with preference for a legal background, and fluency in English at C1 level or higher for international communication
• Strong analytical, research, and communication skills with excellent attention to detail and a professional, client-focused approach
• Ability to understand commercial considerations linked to legal advice provided by a global firm
• Highly organised and methodical, able to prioritise effectively, manage pressure, and deliver consistently high-standard work to deadlines
• Calm and confident decision-maker with the ability to handle challenging situations
• A background in group risk or general insurance is desirable

If this sounds like you, please apply today.

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

Our client, a leading insurance firm, is looking for a Claims Handler 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!

We are looking for a driven and analytical Risk Manager to join our UK Risk Office team. This role offers high exposure across the business, working with senior leaders, compliance, legal, marketing, and operational risk management. You will use your problem-solving and strategic skills to support confident, data-driven decisions and deliver innovative risk solutions.

About the Role

• Develop a deep understanding of business strategies, products, services, and risk profile
• Monitor regulatory changes and assess their impact on risk appetite and objectives
• Analyse data to identify risks, trends, and insights for decision-making
• Provide guidance to business partners on risk policies and frameworks
• Collaborate with compliance, legal, and other key functions to address risks
• Escalate emerging risks, issues, and regulatory concerns to senior management
• Identify opportunities to improve risk management practices and processes
• Support audits, regulatory exams, and key risk remediation activities
• Communicate complex risk topics clearly to stakeholders and executives

About You

• You are curious and analytical, always seeking to understand the “why” and using data to develop evidence-based solutions
• You are a strong communicator, able to simplify complex ideas and influence stakeholders at all levels, including executives
• You are careful and strategic, navigating uncertainty with sound judgment and avoiding impulsive decisions
• You are action-oriented, results-driven, and resilient, staying focused and organized even when facing challenges
• You are a problem-solver who enjoys tackling complex and undefined issues with creativity and persistence
• You are collaborative and team-focused, valuing diverse perspectives and working towards shared goals                                               

If you are interested in this exciting opportunity and feel you have the skills and experience to make a real impact, we encourage you to apply today and take the next step in your career.