Are you looking for a role where you can build a strong foundation in client service within financial services?

About the Role

• Efficiently manages client admin tasks with a focus on data accuracy, including onboarding, transfers, payments, account updates, closures and estate administration.
• Provides operational support such as booking meeting rooms, processing expenses and preparing meeting packs and correspondence. 
• Assists with the investigation and resolution of client queries, referring any investment related queries to team members.
• Communicates with clients as required, giving accurate and up to date information whilst working within Information Giving limitations.
• Manages mass mailing communication processes, ensuring that correspondence data is updated as required.
• Creates and amends presentations or literature for client meetings.
• Maintains team diaries, arranging meetings and organising travel.
• Takes meeting minutes as required.
• Manages and files correspondence and records in a timely manner ensuring that all client correspondence is saved, filed and archived accordingly to client files.
• Contributes to Client Service meetings, suggesting improvements to procedures.
• Shares best working practice with other Client Service staff.
• office duties to include  reception/ post duties for the office

About you

• Some knowledge of the regulatory environment in which we operate is advantageous
• Demonstrable interest in an administration career and has evidence of proactively developing self
• Experience working in a similar role in Financial Services is advantageous
• No experience is required and training will be given
• Grades A-C at GCSE or equivalent in English and Maths

If this sounds like the role for you, apply today!

A leading UK wealth‑management and investment services firm is seeking a Client Service Executive to support its investment teams and deliver an exceptional client experience. The organisation is well‑established, highly reputable, and known for providing long‑term financial planning and investment management services to private clients, charities, and institutions.

About the Role
This is a client‑facing position responsible for service delivery and relationship management. The role acts as the primary contact for all Client Lifecycle tasks and queries, ensuring smooth end‑to‑end administration and supporting the operating model for the local investment management team. Although embedded locally, the role works within a centrally managed framework.

•  Build and maintain strong relationships with clients and internal stakeholders, using business and client knowledge to deliver excellent outcomes
• Manage all stages of the client lifecycle to ensure a timely, efficient experience
• Act as the main liaison between clients, investment teams, operations, and other stakeholders, ensuring clear communication throughout
• Follow all lifecycle processes in line with the Operating Model, including account opening, onboarding, transfers, payments, amendments, and quarterly valuations
• Gather required information and produce client summaries and welcome letters
• Work with colleagues and wider admin functions to share knowledge and improve processes
• Serve as the first point of contact for administration queries, including attending client meetings and leading discussions on admin matters
• Handle more complex processes such as estates, deceased clients, and probate
• Broad understanding of lifecycle processes and the firm’s products and services

 
Measures of Success

• High accuracy in maintaining client support systems and data
• Identification and escalation of opportunities for operational efficiency and process improvement
• Full ownership of administration activity, reducing the admin burden on Investment Managers
• Active participation in Client Support meetings and contribution of best‑practice ideas
• Effective collaboration across teams and departments
• Proactive involvement in project work or working groups
• Positive engagement with change and new technology
• Consistent demonstration of the firm’s values

 
About You

• Experience in a similar Financial Services role managing end‑to‑end administration processes
• Client‑facing experience (desirable)
• Investment Operations Certificate (desirable)
• Progression from a CSA role or equivalent external experience
• GCSEs (A–C) in English and Maths or equivalent
• Broad understanding of the firm’s proposition suite
• Knowledge of the regulatory environment
• Understanding of the products and services offered

Apply today if this sounds like the role for you!

Our client, a leading Wealth Management Company is seeking an Executive Assistant with exceptional organisational skills, sound judgment, and the ability to operate with the utmost confidentiality. You will act as a trusted partner to the CEO, enabling them to focus on strategic priorities by managing day-to-day operations, communications, and stakeholder engagement.

About the Role:

• Manage complex and ever-changing calendars, including scheduling internal/external meetings, board sessions, and investor briefings
• Coordinate global travel arrangements, itineraries, and logistics with attention to detail and efficiency
• Organise regional office roadshows
• Prepare high-quality briefing materials, presentations, and reports for meetings and speaking engagements
• Prepare agendas, meetings packs, attend meetings and record minutes and track action points
• Handle confidential correspondence and documentation with discretion and professionalism
• Inbox management
• Serve as the first point of contact for internal and external stakeholders, including clients, board members, regulators, and senior executives
• Build strong relationships across the organisation and with key external partners to facilitate smooth communication and collaboration
• Support the CEO in tracking strategic initiatives, ensuring timely follow-ups and progress updates
• Manage expenses, invoices, and approvals in line with company policies
• Assist in organising leadership offsites, board meetings, and key events
• Act as a thought partner to the CEO, anticipating needs and proactively identifying ways to improve efficiency and effectiveness

About you:

• Proven experience as an Executive Assistant or Chief of Staff supporting C-suite executives, ideally within financial services or wealth management
• Exceptional organisational and time management skills with the ability to manage multiple priorities under pressure
• Strong written and verbal communication skills; confident in drafting professional correspondence and presentations
• High level of discretion, integrity, and emotional intelligence
• Proficiency in Microsoft Office Suite, especially Outlook, PowerPoint, and Excel
• Experience working in a fast-paced, high-stakes environment with senior stakeholders

If this sounds like the role for you, please apply today!

We are working with an award-winning investment solutions platform within the financial services sector who are seeking a Business Development Consultant (BDC) to join their Bristol team.

Role overview
The Business Development Consultant will play a key role in supporting regional sales activity and managing strategic client relationships. Working closely with Business Development Managers (BDMs), you will help drive new business opportunities, strengthen existing partnerships, and ensure an exceptional level of client service across the full lifecycle of the relationship. This role combines proactive sales support, relationship management, and operational coordination to ensure clients receive a seamless and high-quality experience.

About the Role

• Support BDMs with preparation for client meetings, including pitch materials, collateral, and briefing packs
• Manage pre- and post-meeting follow-ups with client firms, ensuring agreed actions are delivered
• Conduct initial due diligence and fact-finding activity with prospective firms
• Support re-engagement campaigns and identify new opportunities within existing or dormant relationships
• Coordinate internal resources to support client requirements and next steps from meetings
• Assist in gathering competitor insight and pricing information to support commercial discussions
• Deliver high-level platform demonstrations where required, working alongside technical colleagues
• Maintain high-quality CRM (Salesforce) records across all sales and engagement activity
• Represent the business at industry events, conferences, and networking opportunities
• Support onboarding processes and client transitions, ensuring a smooth implementation experience
• Arrange and coordinate training sessions and stakeholder meetings for new clients
• Maintain ongoing communication with advisers, paraplanners, and administrative teams
• Provide telephone-based support for case queries, escalations, and operational issues
• Assist with complex case handling and ensure timely resolution through internal coordination
• Monitor client activity data to identify opportunities, risks, or areas for growth
• Ensure accurate CRM updates and reporting throughout the client lifecycle
• Build long-term, trusted relationships with key decision-makers and users within client firms

About You

• Proven experience in a client-facing sales, account management, or business development role within financial services
• Strong understanding of the UK retail financial advice market and adviser landscape
• Excellent relationship-building and communication skills, both written and verbal
• Ability to present solutions clearly and tailor messaging to different client audiences
• Strong commercial awareness with the ability to identify opportunities and support revenue growth
• Familiarity with regulated environments and commitment to compliance and customer outcomes
• Experience using CRM systems (e.g. Salesforce) with strong attention to data quality
• Ability to work collaboratively across multiple internal teams
• Proactive, resilient, and self-motivated
• Highly organised with strong attention to detail
• Confident working independently and as part of a wider team
• Strong sense of ownership and accountability
• Customer-focused mindset with a commitment to delivering high-quality outcomes
• Curious and commercially minded, with an interest in market trends and client needs
• Professional approach with a strong commitment to ethical and compliant practice

Please apply today if this sounds like the role for you!

We are working with a highly regarded Investment Management Firm seeking a Marketing Specialist to join their Bristol based team.

This is a varied and influential role, responsible for managing the end-to-end communication and marketing framework across the business, ensuring all materials are compliant, consistent, and aligned with brand and regulatory requirements.

Key Responsibilities

• Own and maintain the communications and marketing strategy, including digital platforms and client-facing materials
• Manage day-to-day marketing and communication processes, ensuring all collateral is current, compliant, and fit for purpose
• Oversee financial promotions, ensuring approvals and records meet FCA requirements
• Collaborate with subject matter experts across the business to produce accurate and compelling content
• Manage websites, portals, intranet content and other digital communication channels
• Oversee consent lists and marketing communications to clients and partners
• Lead annual and ongoing reviews of key documentation and marketing literature
• Drive continuous improvement, identifying efficiencies and cost savings
• Act as a trusted advisor and champion of communications best practice across the organisation

Knowledge, Skills & Experience

• Strong understanding of financial services and regulated marketing environments
• Solid knowledge of FCA Financial Promotion rules and expectations
• Experience in a marketing, communications, technical or financial promotions role
• Excellent stakeholder management skills, with the ability to work across all levels
• Exceptional written and verbal communication skills
• Confidence reviewing and improving content for clarity, compliance and consistency
• Strong Microsoft Office skills (Word, Excel and PowerPoint)

Why Apply?
This is an excellent opportunity to take ownership of communications within a respected financial services business, working closely with senior stakeholders and playing a key role in shaping how investment propositions are presented to clients and partners.

Do you have excellent interpersonal and communication skills, with strong data processing abilities?

Our client, a growing financial services firm, is looking for an Investment Administrator to join their Bristol-based team.

About the Role:

• Support the delivery of investment administration activities to a high standard, ensuring accuracy and efficiency in all processes
• Build and amend investment models, ensuring correct asset weightings and data integrity
• Oversee trade instruction and settlement, maintaining oversight of performance and resolving queries as needed
• Administer fees and revenue processes accurately and promptly
• Conduct daily reconciliations, investigating and resolving discrepancies with diligence
• Maintain accurate records of investment holdings and transactions
• Collaborate with colleagues to improve processes, contributing to continuous improvement and operational excellence
• Support projects led or supported by the Investment Operations team
• Demonstrate a strong awareness of risk and regulatory requirements, completing mandatory training as required

About You:

• Strong interpersonal and communication skills
• Excellent attention to detail with a methodical approach to data processing
• Ability to work independently and collaboratively to meet objectives
• Confident problem-solving and numeracy skills
• Proficient in Microsoft Office, particularly Excel
• Self-motivated, proactive, and eager to learn

Beneficial:

• Experience in investment or financial services administration
• Understanding of ISAs, SIPPs, and financial instruments such as ETFs, mutual funds, and equities
• Relevant financial services qualification (e.g., IOC or CII)

If this sounds like you, please apply today.

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.