Client Services Advisor in Bristol, Gloucestershire

Adviser Support Specialist 

Bristol (Hybrid) 

Salary - £27,000–£30,000 (DOE) 

Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done? 

A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support. 

This is a rare chance to join at an early stage and help build something exciting from the ground up. 

What we’re looking for 

• Strong knowledge of UK investment platforms, products, and financial services operations. 

• Understanding of wrappers such as ISAs and Pensions, plus investment options. 

• Experience in a client‑facing financial services role. 

• A genuinely customer‑centric mindset and willingness to go the extra mile. 

• A self‑starter who enjoys working independently but thrives in a collaborative team. 

• Excellent written and verbal communication skills. 

• High attention to detail and the ability to juggle multiple priorities. 

• Integrity and awareness of industry regulations. 

• CII/IOC qualifications are a bonus, support is available if you want to work towards them. 

What’s on offer 

• £27,000–£30,000 salary (DOE). 

• 25 days annual leave. 

• Discretionary bonus. 

• 10% non‑contributory pension. 

• Private healthcare, income protection, and 8x life cover. 

• Hybrid working model. 

• Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms. 

• The chance to be part of a small, ambitious team with real development opportunities. 

Apply with an up-to-date CV or get in touch for more information.