Onboarding & Client Support Administrator
From $32,000/yr
đ Weâre Hiring: Onboarding \& Client Support Administrator (Implementation Associate) đ Bristol (Hybrid) đŒ Financial Planning \& Operations đ° Up to ÂŁ32,000 (DOE) + Bonus + Excellent Benefits Are you organised, tech-savvy, and looking to build a career in financial services operations? Weâre 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 youâll work closely with internal teams and adviser firms to ensure smooth implementation, operational readiness, and ongoing support during the embedding phase. đč What youâll 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 đč What weâre 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 đč Whatâs on offer: â Salary up to ÂŁ32,000 â Bonus up to 5% â 10% non-contributory pension â Private Medical Insurance â 8x Life Assurance â Clear career progression opportunities â 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. đ© If youâd like to learn more or apply, please get in touch directly.