Client Relationship Manager

Client Relations Administrator

📍 Clifton, Bristol (Office-Based)
🕘 Hours: Monday - Thursday 8:45am - 5:15pm | Friday 8:45am - 4:00pm (early finish, no salary deduction)
💼 Full-time
👤 Reports to: Head of Client Relations

About the Role

We are looking for a Client Relations Administrator to join a growing Wealth Management team. This is a key position responsible for delivering an exceptional client experience while supporting Financial Consultants with the day-to-day management of client relationships.

You will also act as a front-of-house representative, creating a professional and welcoming first impression for clients and visitors.

Key Responsibilities

Deliver exceptional service, treating every client as an "only client"
Manage client enquiries via phone, email, and in person
Support Financial Consultants with case management and client updates
Process transactions and maintain accurate client records
Liaise with providers to ensure a seamless client journey
Ensure compliance with FCA and GDPR regulations
Manage post (incoming and outgoing)
Book meeting rooms and coordinate facilities
Support reception duties and prepare refreshments for meetings
Assist with general office coordination and administration

About You

We are looking for a professional, proactive, and personable individual with a strong customer focus.

You will have:

Excellent communication skills across all channels
Strong organisational and time management skills
High attention to detail and accuracy
A positive, "can-do" attitude
The ability to work under pressure in a fast-paced environment
A professional and confident manner
An interest in developing within Financial Services
Willingness to study and gain industry qualifications

Key Skills

Client service excellence
Organisation & prioritisation
Team collaboration
Adaptability & resilience
Strong IT and CRM system skills

Benefits

Comprehensive induction programme
Annual salary review & bonus scheme
Study support (financial support + study time)
30 days holiday + bank holidays + 2 additional closure days + your birthday off 🎉
Early finish every Friday (4:00pm, no salary deduction)
Hybrid working: 1 day per week from home after probation
Access to Employee Assistance Programme
Death in Service (4x salary)
Pension & sick pay
Company events
Referral bonus scheme

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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