17 Hargreaves Lansdown jobs in Bristol

We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.

Client Services Administrator

Hybrid, 3 days in the office and 2 days from home after a period of training

Full-Time | Permanent | 35 hours/week

Salary: 28,000 - 32,000

Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we'd love to hear from you!

About the Role

As a Client Services Administrator, you'll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You'll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care.

This hybrid role offers the flexibility of working 3 days in the office and 2 days from home .

Key Responsibilities

• Handle client communications with professionalism and efficiency
• Manage adviser diaries and schedule client meetings
• Support client onboarding and annual review processes
• Process new business and client queries with accuracy
• Maintain strong relationships across teams and with external contacts
• Uphold ethical standards and comply with industry regulations

What We're Looking For

We're seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You'll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, "can do" attitude with the confidence to ask questions and take initiative.

Why Join Us?

We offer a supportive and flexible culture where you can grow and thrive. You'll be part of a forward-thinking team that values your development and encourages you to be your best!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Client Services Administrator

Hybrid | Office & Remote

Full-Time | Permanent | 35 hours/week

Salary: 28,000 - 32,000

Are you a confident, proactive professional with a passion for delivering exceptional client service? Do you thrive in a collaborative environment and enjoy being the organisational backbone of a busy team? If so, we'd love to hear from you!

About the Role

As a Client Services Administrator, you'll play a vital role in supporting financial advisers and paraplanners, ensuring clients receive a seamless and high-quality experience. You'll be the first point of contact for enquiries, manage diaries, coordinate meetings, and take ownership of administrative tasks with precision and care.

This hybrid role offers the flexibility of working 3 days in the office and 2 days from home .

Key Responsibilities

• Handle client communications with professionalism and efficiency
• Manage adviser diaries and schedule client meetings
• Support client onboarding and annual review processes
• Process new business and client queries with accuracy
• Maintain strong relationships across teams and with external contacts
• Uphold ethical standards and comply with industry regulations

What We're Looking For

We're seeking someone with at least three years of experience in a client-facing administrative role, who brings excellent interpersonal and organisational skills to the table. You'll be confident, articulate, and commercially aware, with a keen eye for detail and a natural problem-solving mindset. The ideal candidate will be empathetic and patient when handling challenging situations, and will demonstrate a proactive, "can do" attitude with the confidence to ask questions and take initiative.

Why Join Us?

We offer a supportive and flexible culture where you can grow and thrive. You'll be part of a forward-thinking team that values your development and encourages you to be your best!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

junior Mortgage client services Administrator - Financial Services

Near Chipping Sodbury | Up to 26,000 | Permanent | Office-Based | Monday-Friday | 9am-5:30pm |

Acorn by Synergie has an exciting opportunity for a proactive and forward-thinking individual to join a reputable financial services company near Chipping Sodbury as a Mortgage Administrator. If you're seeking stability, the chance to grow, and the opportunity to truly develop your skills, then read on.

About the Role:

We are looking for someone who enjoys a busy environment, has a keen interest in the mortgage sector, thrives under pressure, and is confident communicating at all levels. You will receive full training and have the chance to cross-train between two internal teams, offering excellent variety and development potential.

Key Responsibilities:

• Provide administrative support to the Client Services team.
• Handle inbound calls and emails professionally.
• Communicate with surveyors, brokers, and corporate clients.
• Allocate and process new instructions efficiently.
• Progress chase applications to ensure timely service.
• Provide accurate quotations.
• Deliver general office and administrative support throughout the day.

Requirements:

• Highly organised, with the ability to prioritise workload.
• Strong attention to detail is essential.
• Excellent communication skills, both written and verbal.
• Confident liaising with clients and colleagues at all levels.
• Competent with Microsoft Excel and comfortable using in-house systems.

Ready to build a stable career and grow your expertise in a supportive and dynamic environment?

What are you waiting for? Apply today.

Acorn by Synergie acts as an employment agency for permanent recruitment.

junior Mortgage client services Administrator - Financial Services

Near Chipping Sodbury | Up to 26,000 | Permanent | Office-Based | Monday-Friday | 9am-5:30pm |

Acorn by Synergie has an exciting opportunity for a proactive and forward-thinking individual to join a reputable financial services company near Chipping Sodbury as a Mortgage Administrator. If you're seeking stability, the chance to grow, and the opportunity to truly develop your skills, then read on.

About the Role:

We are looking for someone who enjoys a busy environment, has a keen interest in the mortgage sector, thrives under pressure, and is confident communicating at all levels. You will receive full training and have the chance to cross-train between two internal teams, offering excellent variety and development potential.

Key Responsibilities:

• Provide administrative support to the Client Services team.
• Handle inbound calls and emails professionally.
• Communicate with surveyors, brokers, and corporate clients.
• Allocate and process new instructions efficiently.
• Progress chase applications to ensure timely service.
• Provide accurate quotations.
• Deliver general office and administrative support throughout the day.

Requirements:

• Highly organised, with the ability to prioritise workload.
• Strong attention to detail is essential.
• Excellent communication skills, both written and verbal.
• Confident liaising with clients and colleagues at all levels.
• Competent with Microsoft Excel and comfortable using in-house systems.

Ready to build a stable career and grow your expertise in a supportive and dynamic environment?

What are you waiting for? Apply today.

Acorn by Synergie acts as an employment agency for permanent recruitment.

This employed Financial Advisor job in Shropshire provides opportunity to takeover an established, existing client bank from a retiring Financial Advisor who has been with the business for 10 years. You will be joining a local financial planning firm.

You will be taking over circa 200 clients who are already on ongoing service agreements, with the goal of ensuring maximum retention. There is likely
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We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.

We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.

The Role

This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial business and you will be in charge of ensuring that every task is carried out as instructed, all while mai.

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