Client Services Administrator

Location: Central Bath
Salary: £18,000 - £21,000
Sector: Financial Services
Type: Full time, Permanent
Reference: SGG036

OWN YOUR FUTURE. Savings. Investments. Pensions.

With over £1.6 trillion in savings and investments in the UK, taking care of people’s money is big business and an even bigger responsibility. Assisting individuals to save and invest for their future is not only rewarding, it’s also a privilege.

As more people engage with saving and investing, our client’s business continues to grow and evolve. The service they provide uses cutting-edge technology to help investment advisors manage their clients’ money.

Underpinning our client’s corporate success is their innate desire to look after their advisors, investors and assets, exceeding expectations wherever possible. The firm’s management lead by example and all employees are coached and encouraged to deliver impeccable service.

Client Services Administration

This is an excellent opportunity to take your first steps into the financial services industry, or build on an existing foundation, and you will be supported through an exciting learning journey. You’ll be introduced to all aspects of our client’s wealth management service and in no time, you’ll be familiar with ISAs, pensions and investments – valuable life skills as well as aiding your career development.

Providing administrative support to a network of advisors, you’ll be responsible for timely and accurate processing of business and answering queries.

As you might expect for a forward-thinking, mindful business, the internal mentoring scheme continues to prove a success and now is the perfect time to get involved with the firm’s new charitable foundation.

Based in central Bath, a short walk from the bus and train stations, the positions are permanent and fulltime (37.5 hours per week).

Skills & experience required

  • Excellent interpersonal, organisational and communication skills.
  • Diligent, thorough and accountable.
  • Adaptable and capable of handling multiple tasks simultaneously to a great standard whilst under pressure.
  • A good knowledge of the Microsoft Office suite, particularly Excel.
  • Previous Financial Services* experience, or a demonstrable interest in financial services or products is desirable.


In return you’ll gain exposure to the UK investment industry, build a comprehensive understanding of retail client service delivery and the opportunity to study for industry-recognised qualifications. As well as a competitive salary, you’ll be eligible for an annual discretionary bonus, pension, cycle to work scheme, season ticket loans, discounted gym membership and private medical insurance.

*Financial Services: companies involved in the custody or management of money, savings or investments, such as stockbroking, banking, mortgages, insurance, investment management. Experience working as a cashier or taking payments for a retail outlet does not qualify.

Job Types: Full-time, Permanent

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Get in Touch


0117 428 6388
07711 622 676

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Skilling Gate Group Limited
St Nicholas House
31-34 High Street
Bristol BS1 2AW