Client Services Advisor

Cap Resourcing; Bristol; Hybrid; GBP 27,000 - 30,000; Full time

Benefits offered by this job

25 days annual leave

Discretionary bonus

10% non-contributory pension

Private healthcare

Income protection

8x life cover

Hybrid working model

Central Bristol office

Job summary

Cap Resourcing Ltd is seeking an Adviser Support Specialist in Bristol on a hybrid basis to deliver exceptional service to financial advisers in a fast-paced, tech-driven environment. Salary is £27,000-£30,000 (DOE).

Join a growing wealth management platform’s Service Centre at an early stage, helping shape how support is delivered and supporting advisers and their teams with outstanding service. The role provides development opportunities within a small, ambitious team.

Qualifications

• Strong knowledge of UK investment platforms, products and financial services operations.
• Understanding wrappers such as ISAs and Pensions and related investment options.
• Experience in a client-facing financial services role.
• Genuine customer-centric mindset and willingness to go the extra mile.
• Self-starter who works independently but thrives in a collaborative team.
• Excellent written and verbal communication skills.
• High attention to detail and ability to juggle multiple priorities.
• Integrity and awareness of industry regulations.
• CII/IOC qualifications are a bonus; support available to pursue them.

Skills

UK investment platforms

ISAs and Pensions wrappers

Client-facing financial services

Customer-centric mindset

Independent yet collaborative

Excellent communication

Attention to detail

Integrity & regulatory awareness

CII/IOC qualifications (bonus)

Job description

Adviser Support Specialist

Bristol (Hybrid)

Salary - £27,000-£30,000 (DOE)

Are you passionate about delivering exceptional service to financial advisers? Do you thrive in a fast‑paced, tech driven environment where your ideas genuinely shape how things are done?

A growing wealth management platform is looking for an Adviser Support Specialist to join its Service Centre, the operational hub that ensures advisers and their teams receive outstanding support.

This is a rare chance to join at an early stage and help build something exciting from the ground up.

What we're looking for

• Strong knowledge of UK investment platforms, products, and financial services operations.
• Understanding of wrappers such as ISAs and Pensions, plus investment options.
• Experience in a client‑facing financial services role.
• A genuinely customer‑centric mindset and willingness to go the extra mile.
• A self‑starter who enjoys working independently but thrives in a collaborative team.
• Excellent written and verbal communication skills.
• High attention to detail and the ability to juggle multiple priorities.
• Integrity and awareness of industry regulations.
• CII/IOC qualifications are a bonus, support is available if you want to work towards them.

What's on offer

• £27,000-£30,000 salary (DOE).
• 25 days annual leave.
• Discretionary bonus.
• 10% non‑contributory pension.
• Private healthcare, income protection, and 8x life cover.
• Hybrid working model.
• Modern central Bristol office with great facilities including a subsidised canteen, secure bike storage, showers, and changing rooms.
• The chance to be part of a small, ambitious team with real development opportunities.