We’re Hiring: Onboarding and Client Support Administrator

Bristol (Hybrid) |

Financial Planning & Operations |

Up to £32,000 + Bonus + Excellent Benefits

Are you organised, tech-savvy, and looking to build a career in financial services operations?

We’re looking for an Onboarding and Client Support Administrator to join a fast-growing financial planning network. In this role, you will play a key part in onboarding and supporting adviser firms as they transition into a modern, technology-driven environment.

This is a varied, hands-on role where you’ll work closely with internal teams and adviser firms to ensure smooth onboarding, operational readiness, and high-quality ongoing client support.

What you’ll be doing:

• System & Provider Setup: Supporting system configuration, user access, and provider onboarding for new firms.
• Onboarding Coordination: Coordinating onboarding activities, maintaining trackers, and assisting with training sessions.
• Client & Firm Support: Helping firms navigate systems, processes, and their initial client cases with dedicated support.
• Issue Resolution: Managing provider communications and resolving administrative setup or operational issues.
• Continuous Improvement: Contributing to process improvements, administrative documentation, and automation ideas.
• Tech Utilization: Using AI and technology tools to improve daily efficiency and support delivery.

What we’re looking for:

• Experience in administration, client services, operations, or financial services.
• Strong organisational skills with the ability to manage multiple priorities and support requests.
• Confidence working with systems, spreadsheets, and technology platforms.
• Excellent communication skills, strong relationship-building abilities, and sharp attention to detail.
• A proactive mindset, a willingness to learn, and an interest in AI and automation.

What’s on offer:

• Salary: Up to £32,000
• Bonus: Up to 5%
• Pension: 10% non-contributory pension
• Health: Private Medical Insurance
• Security: 8x Life Assurance
• Growth: Clear career progression opportunities
• Environment: Exposure to a growing and innovative financial planning business

This is an excellent opportunity for someone who wants exposure to onboarding, administration, technology, and financial planning within a collaborative and forward-thinking environment.

If you’d like to learn more or apply, please get in touch directly.