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Client Relations Administrator

United Kingdom, Bristol Employment contract 25000.00 - 30000.00 GBP / Year · Job Posted June 30, 2026
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Job Description

We are looking for a Client Relations Administrator to join a growing Wealth Management team. This is a key position responsible for delivering an exceptional client experience while supporting Financial Consultants with the day-to-day management of client relationships. You will also act as a front-of-house representative, creating a professional and welcoming first impression for clients and visitors.

Job Responsibility

  • Deliver exceptional service, treating every client as an 'only client'
  • Manage client enquiries via phone, email, and in person
  • Support Financial Consultants with case management and client updates
  • Process transactions and maintain accurate client records
  • Liaise with providers to ensure a seamless client journey
  • Ensure compliance with FCA and GDPR regulations
  • Manage post (incoming and outgoing)
  • Book meeting rooms and coordinate facilities
  • Support reception duties and prepare refreshments for meetings
  • Assist with general office coordination and administration

Requirements

  • Excellent communication skills across all channels
  • Strong organisational and time management skills
  • High attention to detail and accuracy
  • A positive, 'can-do' attitude
  • The ability to work under pressure in a fast-paced environment
  • A professional and confident manner
  • An interest in developing within Financial Services
  • Willingness to study and gain industry qualifications

What we offer

  • Comprehensive induction programme
  • Annual salary review & bonus scheme
  • Study support (financial support + study time)
  • 30 days holiday + bank holidays + 2 additional closure days + your birthday off
  • Early finish every Friday (4:00pm, no salary deduction)
  • Hybrid working: 1 day per week from home after probation
  • Access to Employee Assistance Programme
  • Death in Service (4x salary)
  • Pension & sick pay
  • Company events
  • Referral bonus scheme
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