Onboarding & Client Support Administrator
🚀 We’re Hiring: Onboarding \& Client Support Administrator (Implementation Associate) 📍 Bristol (Hybrid) 💼 Financial Planning \& Operations 💰 Up to £32,000 (DOE) + Bonus + Excellent Benefits Are you organised, tech-savvy, and looking to build a career in financial services operations? We’re looking for an Implementation Associate to join a fast growing financial planning network and play a key role 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 implementation, operational readiness, and ongoing support during the embedding phase. 🔹 What you’ll be doing: * Supporting system setup, user access, and provider onboarding * Coordinating implementation activities and maintaining project trackers * Assisting with training sessions and onboarding support * Helping firms navigate systems, processes, and first client cases * Managing provider communications and resolving setup issues * Contributing to process improvements, documentation, and automation ideas * Using AI and technology tools to improve efficiency and delivery 🔹 What we’re looking for: * Experience in operations, administration, client services, or financial services * Strong organisational skills with the ability to manage multiple priorities * Confidence working with systems, spreadsheets, and technology platforms * Excellent communication skills and attention to detail * A proactive mindset and willingness to learn * Interest in AI, automation, and improving processes 🔹 What’s on offer: ✅ Salary up to £32,000 ✅ Bonus up to 5% ✅ 10% non-contributory pension ✅ Private Medical Insurance ✅ 8x Life Assurance ✅ Clear career progression opportunities ✅ Exposure to a growing and innovative financial planning business This is an excellent opportunity for someone early in their career who wants exposure to implementation, operations, 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.