Client Service Administrator (Remote)

Client Service Administrator | Frazer James Financial Advisers | Worldwide

Are you passionate about delivering exceptional client service in financial planning? Do you thrive in a dynamic, supportive environment? Do you want to have a real impact on clients’ financial lives? If you’re organised, proactive, and love being part of a close-knit team where collaboration and growth are key, 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 will be at the heart of delivering exceptional client experiences while providing vital support to our advice team.

You’ll be the first point of contact, managing calls, emails, and key admin processes with accuracy and attention to detail. You’ll also support our Financial Planners by managing diaries and helping prepare for meetings to ensure nothing falls through the cracks.

The Ideal Candidate

You’re someone who takes pride in their work, values attention to detail, and understands that client service is at the heart of what we do. You’re proactive, highly organised, and thrive in a collaborative environment where getting things done is key.

Your Day-to-Day Looks Like

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

• UK-based: Must reside in the United Kingdom.
• Experience: At least three years in an administrative role within a financial advice firm.
• Technical Skills: Proficiency in Microsoft Office, Google Suite, and video conferencing tools.
• Positive Attitude: A willingness to contribute, adapt, and take ownership of tasks.
• Attention to Detail: Exceptional organisational skills, with the ability to plan and manage tasks effectively.
• Self-Motivation: A proactive approach to learning, professional growth, and personal development.
• Communication Skills: Strong written and verbal communication, ensuring clarity and professionalism in all client interactions.
• Values Alignment: You share our commitment to integrity, excellence, reliability, respect, collaboration, and commercial awareness.

Desirable Preferences

• Remote Work Experience: Prior experience working in a remote setting is a plus.
• Location: Ideally based near the South West of the UK for occasional meet-ups (every 3–6 months).
• Systems Knowledge: It is advantageous to be familiar with systems such as Fundment, Timeline, Voyant, ChatGPT, Moneyinfo, CashCalc, or Wealthbox.
• Education: A strong academic background is preferred but not essential.

What’s Included

• £26,000 – £30,000 salary, based on experience.
• Up to 10% performance-based bonus.
• Wellbeing allowance of 4% of salary.
• 32 days’ annual leave (including bank holidays), plus extra days for long service and your birthday.
• Matched company pension scheme (up to 7% contributions).
• 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 . 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.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Additional pay:

• Performance bonus

Benefits:

• Company events
• Company pension
• Work from home

Schedule:

• Monday to Friday

Application question(s):

• Are you based in the United Kingdom?
• Do you have a minimum of three years of experience working in a financial advice firm in an administrative role?
• Have you directly supported financial planners or advisers in an administrative capacity (e.g., managing diaries, onboarding clients, processing paperwork)?

Work Location: Remote

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home