Client Services Specialist

We’re working with an established investment platform, looking for a Client Specialist to join its Bristol team.

This is a client-facing role, supporting financial advisers who use the platform and offering the opportunity to make a valuable contribution to the wider team.

You’ll be responsible for:

- Resolving adviser support requests by email and phone.

- Helping advisers and their staff become self-sufficient on the platform.

- Handling platform administration, such as unidentified transfers and bank account verifications.

- Building strong relationships with Financial Advisors.

- Turning user feedback into process and platform improvements.

- Supporting platform development, including user requirements and system testing.

About you:

- Has strong knowledge of UK investment platform operations.

- Understands ISAs, pensions and different investment options.

- Has client-facing experience in financial services.

- Is customer-focused, with strong attention to detail.

- Communicates confidently, both verbally and in writing.

- Can work independently and as part of a team.

- Ideally holds CII/IOC qualifications (support available if not).

This is an excellent opportunity to join a growing business at an early stage. Benefits include hybrid working, 25 days’ annual leave, a discretionary bonus, a 10% non-contributory pension, private healthcare and life cover.