Client Services Administrator (Reception & Office Support)
Client Services Administrator (Reception & Office Support)
Bristol (Office-Based)
£25,000 - £30,000
IFA / Wealth Management
The role
We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol.
This is a front-of-house, client-facing role at the centre of a financial services practice - where first impressions matter and no two days look the same.
You'll be the first point of contact for clients and visitors, helping to shape the experience of the business from the moment someone walks through the door, while also supporting the wider client relations team with day-to-day administration.
It's a role that naturally flexes with the rhythm of the office - busy, people-focused, and always connected to live client activity.
What you'll be doing
Your day will typically involve a mix of client interaction, coordination, and operational support.
That could include welcoming clients and managing meeting room experiences, ensuring everything is prepared for adviser meetings, handling incoming calls and enquiries, or supporting colleagues with client administration and system updates.
You'll also play a key role in keeping the office running smoothly - from coordinating post and documentation to maintaining a professional, well-presented environment throughout the day.
What we're looking for
We're open on background.
You might already be working in reception, front-of-house, or client services, or you may have experience within financial services administration and be looking for a more client-facing role.
What matters most is:
- Strong communication, professionalism and confidence with people
- A natural sense of organisation and attention to detail
- The ability to manage shifting priorities calmly and professionally
- A proactive, can-do approach
- Pride in delivering a high standard of service
What this role offers
With 3 company offices in total, this is an opportunity to join a respected wealth management business at an early stage of its Bristol growth.
You'll be part of a team that values professionalism, client experience, and doing things properly - with the chance to develop your career within a supportive and structured environment.
Additional benefits include
- Annual bonus scheme.
- Referral commission for introducing friends and family.
- 30 days holiday plus bank holidays and Christmas shut down.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- BUPA Employee Assistance Program
- Birthday day off and regular company events.
- Opportunities to contribute to the firm's Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
If you enjoy being around people, take pride in how a business presents itself, and like the idea of working in a role that combines client interaction with operational variety, this is a strong long-term opportunity.
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