Onboarding and Client Support Administrator
other jobs Cap Resourcing Ltd Job
Added before 11 Days
- England,South West,Bristol
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
Full job description 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.
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.
Job number 3777541
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