Client Administrator Team Leader - Financial Planning - Bristol
HybridBristol, England, United Kingdom
Bristol, England, United KingdomHybridFull TimeSenior LevelMedium
Full TimeSenior LevelMedium
Job Summary
Leader of a 2-person Client Administration team within Wealth Management/IFA settings; accountable for delivering high-quality client service, escalating complex queries, and supporting a high-performing Financial Planner. Responsible for preparing client-ready documentation for meetings, processing new business applications, liaising with providers, and navigating platforms. Drives operational excellence by monitoring accuracy, performance, and service levels, and mentors the team to foster collaboration and accountability.
Required Qualifications
- 4+ years experience in a senior admin support role, including supervising or managing a team within Wealth Management, Financial Planning, or an IFA firm.
- Strong technical knowledge across pensions, investments, mortgages, and protection.
- A natural communicator and organiser who thrives on developing people and delivering results.
- Confident with Excel (pivot tables, VLOOKUPs) and analytical thinking.
- Confidence managing workflow and coaching others
- Experience with Xplan or similar systems
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