Financial adviser Work, Jobs in Bristol, Eng (with Salaries)

Client Services Administrator
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Contract Paralegal - Financial Litigation
TLT —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Junior Investment Analyst
Swiss Life Global Solutions —Bath
- Microsoft Excel
- English
- Administrative experience
- Annual leave
- Employee assistance programme
14d
Client Services Executive
AFH Financial Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
Data Insights & Business Intelligence Analyst
TLT —Bristol
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Communication skills
Paralegal
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
1d
Junior Accounting Analyst
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Organisational skills
Trainee Paraplanner
Churchill Investments PLC —Winscombe
- £28,000 - £32,000 a year
- Full-time
- English
- Analysis skills
- Mentoring
- Free parking
Quick apply
3d
E-Billing Assistant
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Communication skills
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- Communication skills
1d
Senior Paralegal
TLT —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
6d
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Associate - Professional & Financial Risks (Brokers)
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
Financial Services (IFA) Administrator
BPU Chartered Accountants —Cardiff
.Net Engineer
CLFIS Limited —Bristol
- Azure
- SQL
- APIs
7d
Audit Experience Programme - Bristol - October 2026
RSM UK —Bristol
- Full-time
Mid Markets Relationship Director
Lloyds Banking Group —Cardiff
- From £100,105 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Negotiation
13h
Bookkeeper
Monahans —Chippenham
- Hybrid work
- Microsoft Excel
- Sales
Quick apply
7d
Accounts Senior Associate
Saffery —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- QuickBooks
- Profit sharing
- Annual leave

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Client Services Administrator

AFH Financial Group -
Cardiff

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
GCSE

Full job description

Client Services Administrator - Cardiff

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

This role will be based from our Cardiff office.

Client Services Administrator

The Client Services Administrator will play a vital role in supporting our Independent Financial Advisers (IFAs) in delivering high-quality financial advice. The role handles all the administrative duties to support their clients. The role ensures smooth operations within the firm, with focus on accurate documentation, communication, and regulatory compliance.

As our Client Services Administrator, you will be responsible for:

Acting as the point of contact for client queries. Providing excellent customer service to maintain strong relationships with adviser, client and support staff
Working with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out
Working in partnership with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Preparing client review packs and process any follow up actions
Ensuring all client data is accurate and up to date
Maintaining the diary management system, ensuring daily workflow is completed in line with SLA’s and highlighting when needed
Analysing and highlighting any process change recommendations to the relevant stakeholders for review
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we are looking for in our ideal Client Service Administrator:

Experience is required within a general administration role
Experienced using Microsoft Word, Excel & Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
Health & wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

financial adviser jobs in bristol, eng

Client Services Administrator

Contract Paralegal - Financial Litigation

Junior Investment Analyst

Client Services Executive

Data Insights & Business Intelligence Analyst

Paralegal

Junior Accounting Analyst

Trainee Paraplanner

E-Billing Assistant

Client Administrator Team Leader - Financial Planning - Bristol

Client Administrator - Bristol

Senior Paralegal

Associate - Professional & Financial Risks

Associate - Professional & Financial Risks (Brokers)

Financial Services (IFA) Administrator

.Net Engineer

Audit Experience Programme - Bristol - October 2026

Mid Markets Relationship Director

Bookkeeper

Accounts Senior Associate

I want to receive the latest job alerts for financial adviser in bristol, eng

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