Financial Services Client Services Administrator

Service Care Solutions Ltd in Bristol/Winterbourne is seeking a diligent Client Services Administrator to support advisers and clients within a busy financial services practice. The role focuses on accurate, timely, and compliant administration across all product areas, reporting to the Practice Manager.

You will manage client files, process letters of authority, liaise with providers, and handle switches, withdrawals, and investment valuations, while maintaining GDPR-compliant records and