Client Administrator Team Leader - Financial Planning - Bristol

Career
You’re a tech savvy IFA Administrator, already looking to improve processes and manage a small team that thrives in a fast-paced, client focused environment.
You'll have a passion for developing others, supporting advisers or wanting a leadership opportunity where your expertise will genuinely shape the way the team operates.

About the role

You’ll lead a team, support a high-performing Financial Planner, and play a key role in delivering exceptional service to clients.

Accountabilities

• Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions.

• Client-Facing Impact: Prepare high-quality documentation for client meetings and communicate directly with clients to resolve queries.

• Operational Excellence: Process new business applications, liaise with providers, and navigate platforms with confidence.

• Lead & Inspire: Manage and mentor a team of 2 Client Administrators, fostering a culture of collaboration and accountability.

• Drive Performance: Use data to monitor accuracy, performance, and service levels, ensuring the team consistently delivers excellence.
  
  Skills and Experience

• 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

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%

• 26 days holiday plus bank holidays

• Private Medical Insurance

• Life Assurance (4x)

• Group Income Protection

• Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.