Client Service Administrator (Remote)

Client Service Administrator (Remote)

Are you passionate about creating exceptional client experiences and making a meaningful impact on their financial journeys? Do you thrive in a supportive, close-knit team that values collaboration and growth? If you’re organised, proactive, and enjoy building strong relationships, we’d love to meet you.

About Us

Frazer James is a multi-award-winning independent financial advisory firm based in Bristol. Since 2019, we’ve grown organically, now managing over £75 million in client assets. As the trusted advisers to around 100 client families, we provide a highly personalised and deeply engaging financial planning experience, helping clients gain clarity, confidence, and financial security for their future.

Our close-knit team includes Certified Financial Planners, Chartered Paraplanners, and a highly experienced Client Service Administrator. Due to our continued growth, we're excited to expand our team.

About The Role

As a Client Service Administrator, you’ll be central to delivering an outstanding client experience and providing invaluable support to our advice team.

You’ll serve as the first point of contact for our clients, managing calls, emails, and administrative tasks with care and accuracy. By working closely with the team, you’ll help ensure every client feels supported and receives a personalised, high-quality service.

You’ll also work closely with our Financial Planners to coordinate schedules, prepare for meetings, and keep day-to-day operations running seamlessly—ensuring nothing falls through the cracks.

The Ideal Candidate

You take pride in delivering high-quality work and understand that exceptional client service is the cornerstone of everything we do. You’re detail-oriented and proactive and thrive in a role where organisation and precision are key. You enjoy being part of a collaborative team, contributing ideas, and supporting others to achieve shared goals. 

Your Day-to-Day Looks Like

• Acting as the first point of contact for client queries and communications, providing prompt and professional responses.

• Ensuring client paperwork is processed with efficiency and ensuring precision in every administrative task.

• Onboarding new clients and setting up accounts with meticulous attention to detail, ensuring a seamless experience.

• Preparing client documents for meetings, compiling post-meeting summaries, and maintaining accurate records within our back-office system.

• Managing financial planners' diaries and schedules, ensuring that review meetings run smoothly and on time.

• Maintaining and updating our key investment platforms and back-office systems to ensure they are always well-organised and up-to-date.

Essential Requirements

• Location: Must reside in the United Kingdom.

• Experience: A minimum of three years in an administrative role within a financial advice firm.

• Skills: Proficiency in Microsoft Office, Google Suite, and video conferencing tools. Strong written and verbal communication skills, ensuring clarity and professionalism in all client interactions. Exceptional organisational skills with a proactive approach to managing tasks effectively. 

• Attributes: Positive attitude and willingness to contribute to a collaborative team. Self-motivated with a commitment to learning and professional growth. Alignment with our values of integrity, excellence, reliability, respect, collaboration, and commercial awareness—evidenced through your actions and approach to daily work.

Desirable Preferences

• Experience & Knowledge: While not essential, experience with remote working and familiarity with systems such as Fundment, Timeline, Voyant, Moneyinfo, CashCalc & Wealthbox will help you hit the ground running.

• Location: Ideally based near the South West of England for occasional meet-ups (every 3–6 months).

• Education: A strong academic background is preferred but not essential.

What’s Included

• £27,500–£31,000 salary, based on experience.

• Joining bonus of either: £1,000 immediately or £2,000 upon completion of the probationary period. 

• Salary increase of £1,500 upon completion of the probationary period. 

• Up to 10% annual performance-based bonus.

• Wellbeing allowance of 4% of your salary, to support your health and happiness.

• 32 days’ annual leave (including bank holidays), plus extra days for long service and to celebrate your birthday!

• Matched company pension scheme (up to 7% contributions).

• Funded support for professional development and qualifications where relevant to the role.

• Fully remote role, with occasional in-person meet-ups in the South West of England.

How To Apply

If this sounds like the perfect fit for you, please email your CV and cover letter to claire@frazerjames.co.uk.

In your cover letter, tell us why you're the right person for this role and how your experience and skills align with our company values. Even if you don’t meet all the requirements but feel you’d be a great addition to our team, we’d love to hear from you.