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

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

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

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

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

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

Skills and Experience

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4+ years experience in a senior admin support role, including supervising or managing a team within Wealth Management, Financial Planning, or an IFA firm.

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Strong technical knowledge across pensions, investments, mortgages, and protection.

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A natural communicator and organiser who thrives on developing people and delivering results.

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Confident with Excel (pivot tables, VLOOKUPs) and analytical thinking.

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Confidence managing workflow and coaching others

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Experience with Xplan or similar systems

Benefits

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

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26 days holiday plus bank holidays

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Private Medical Insurance

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Life Assurance (4x)

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Group Income Protection

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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.