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 and drive can make a real impact. 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 3 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 Previous experience in running or leading a team, or a senior admin support role 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.