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 Experience4+ 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.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Client Administrator Team Leader - Financial Planning -... in Bristol vacancy
- £150k - £196k per annumEstimated...across the whole wealth value chain – from financial planning, investment management through to... ...offer modular, incremental services to its clients allowing them to adjust their business models... .... It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a...Suggested
- £139k - £182k per annumEstimated...across the whole wealth value chain – from financial planning, investment management through to... ...offer modular, incremental services to its clients allowing them to adjust their business models... .... It’s an inspiring time to join the team! Titan Wealth Planning (TWP) is a...SuggestedPermanentFull-time
- ...matter most to our customers. Job Description As a Team Leader, you’ll lead by example, making sure the team have everything they... ...Free employee assistance program – mental health, well-being, financial, and legal support because you matter! Enhanced, family-...SuggestedPart-timeShift work
- £23k - £31k per annumEstimated...Services is currently seeking an experienced Team Leader to oversee 3 care package’s in Bath /... ...an ideal advantage. Knowledge of rota planning. Understanding of person-centred support... ...1 of the Equality Act 2010, due to the client's personal care, privacy, dignity and individual...SuggestedPermanentSleep-in shiftRotating shiftsWeekend work
- £35k - £46k per annumEstimated...About The Role Join us here at Poundland as a Team Leader and you’ll play a key role in supporting the Store and Assistant Manager to... ...vouchers. ~ For those unexpected moments, our partnership with a financial wellbeing platform enables you to access up to 50% of your...SuggestedFull-time1 day/week
- £32k - £42k per annumEstimated...To support the Head Service Delivery and supervise the efficient running of one the Contract Support Teams. Providing excellent customer service and support to our clients, Account Managers, and our supply chain partners. Focusing on the daily management of the Service Delivery...Full-time
£28.5k - £30k per annum
Company: LANCER SCOTT HOLDINGS LTD Job Type: Permanent, Full Time Salary: £28500 - £30000/annum car allowance, trade discountsPermanentFull-time- £34k - £45k per annumEstimatedTeam Leader Date: Aug 14, 2026 Location:Bristol, GB Company: GKN Aerospace Careers Fantastic challenges. Amazing opportunities. GKN Aerospace is reimagining air travel: going further, faster and greener! Fuelled by great people whose expertise...Monday to WednesdayMonday to FridayShift workNight shiftWeekend workDay shift
- £34k - £45k per annumEstimated...some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered... ...Services, we have an exciting opportunity for a Team Leader – DB Pensions Administrator to join our Pensions Outsourcing Practice in Bristol....Full-timeHybrid workingFlexible hours
£36.28k per annum
...Lock, Bristol CVIT (Cash Collections) Team Leader About Bristol Waste Company:... ...and handling any performance concerns. Client Relationship Management Act as the key... ...systems to enhance operational delivery (Route Planning/Namsy etc) Service Level Agreements (...Job sharing40 hours/weekFull-timePart-timeHybrid workingImmediate startMonday to FridayFlexible hours£37.72k per annum
...challenged, and inspired! Job Description As a Transport Team Leader you will be responsible for the supervision of the Transport Operations Team and the driver team, including the daily planning of company and third-party resources, ensuring that all vehicles and...Full-timeImmediate startShift workNight shift£70 per hour
Company: LINE UP AVIATION Job Type: Contract, Full Time Salary: £70/hourFull-time- ...with a great choice of drinks. Job Description As a Team Leader, you’ll lead by example, making sure the team have everything... ...Free employee assistance program – mental health, well-being, financial, and legal support because you matter! Enhanced, family-friendly...Part-timeShift work
£70k per annum
...You'll head up an established team of talented professionals, with... ...the wider business. My client is a thriving, independent ecology... ...Collaborate with other senior leaders to inform company strategy,... ...resilience, or environmental planning issues. What They Offer:...Hybrid workingFlexible hours£55k per annum
...Team Leader Lead a high-performing First Party Claims Validation/Fraud team, shaping a national... ...into action • Experience within Financial Services - Desirable At NFU Mutual, we... ...subject to T&Cs ~ Health and wellbeing plan - cashback for dentist, opticians, physio...PermanentFull-timeHybrid working1 day/week- £36k - £47k per annumEstimatedTeam Leader Date: Aug 15, 2026 Location:Bristol, GB Company: GKN Aerospace Careers Fantastic challenges. Amazing... ...Lean or Six Sigma certification ~Background in operational planning and scheduling ~Passion for the aerospace industry What We...PermanentFull-timeImmediate startMonday to Friday
£32k per annum
...LOCATION: Days Road, Bristol Driver Team Leader – Streets – Fixed Term Contract, From 1... ...of different areas such as Mental Health, Financial and Family related topics. We also have... ...Physical Health with our BUPA Health Cash Plan (we cover the cost of coverage for you),...Job sharingTemporaryPart-timeFixed-term contractHybrid workingMonday to FridayFlexible hours£35k - £45k per annum
...Bristol We are seeking a skilled and motivated Lead climber/team leader to our second generation family business. This is an excellent... ...Ltd is a company working with both domestic and commercial clients. We are Arboricultural Association Approved contractors....Full-time£15.14k per annum
...residents and their families. Plan and organise engaging social... ...strong community spirit. Administration & Collaboration Maintain... ...Development, and Completions teams. Who we're looking for... ...comprehensive benefits package. FInancial Wellbeing Contributory...PermanentPart-timeOn-siteRotating shifts£50k - £55k per annum
...Are you a technically strong Corporate Client Advisor or Account Handler ready to step into... ...leadership? Or are you already leading a team and looking for an opportunity where you can... ...looking to appoint a Client Advisory Team Leader to lead, develop and inspire their client...Remote jobLong-term contractHybrid workingOn-siteWork from homeFlexible hours- £37k - £49k per annumEstimated...partnership-building activities, alongside managing administrative responsibilities, lead generation, and follow-up... ...Ensure excellent customer service and ongoing client satisfaction Work collaboratively with internal teams to support seamless service delivery Identify...Long-term contractPermanentTemporaryHybrid workingRemote
- ...can make a real difference to clients, care staff and service users... ...person to join our team and provide an excellent care... ...Ensure CQC compliance and administration for care packages is relevant... ...be responsible for ongoing planning, monitoring and reporting on...PermanentFull-timeBank staffHybrid workingWork from homeShift workRotating shiftsWeekend work
£28k - £32k per annum
Company: ALEXANDER MAE HR LTD Job Type: Permanent, Full Time Salary: £28000 - £32000/annum plus excellent benefitsPermanentFull-time£22k - £25k per annum
...dealership in the Bristol area who are looking for an experienced Sales Administrator to join their hugely successful dealership. The successful... ...Ability to work on own initiative or as part of a team A strong attention to detail Excellent communication skills...Permanent- ...Career You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes... ...on-one support to one of our Financial Planners and their clients. You want to be part of a busy hub that loves delivering a...On-site
£40k per annum
...organisations across the South West ~ Team Support: Support Community Organisers, a... ...unincorporated groups to assess needs and develop plans around strategy, theory of change,... ...this requirement will be submitted to our Client for consideration. By submitting your job...PermanentFull-timeHybrid workingOn-site£49.39k - £56.52k per annum
...at 12 months. The Role Working within the Staff Experience Team, you will: Lead aDivision-wide V&A reductionprogramme. UsePatient... ...sessions to the Multi Disciplinary Teams Ability to lead, plan and organise work programmes, and to adjust programmes as required...Full-timePart-timeVisa sponsorshipSkilled worker visaFlexible hours- £38k - £49k per annumEstimated...Time, Permanent We’re looking for an experienced senior strategic leader to help shape inclusive education across Bristol. Reporting to... ...of our roles hybrid working arrangements are available, giving teams the opportunity to work in a way that suits them, balancing service...PermanentFull-timeHybrid workingOn-siteWork from home
£14.6 per hour
...outdoor experiences, you'll remain an important part of the nursery team, supporting high-quality childcare and learning throughout the... ...additional +30p per hour- increase your hourly rate through WOW moments, planning & checklists · Up to 6 weeks holiday + your birthday of ·...Hourly payFull-timeSeasonalImmediate start£39.96k - £48.12k per annum
..., for free, forever. The Benefits If you join our clinical team, we offer NHS Agenda for Change benefits such as: NHS equivalent... ...to the Hospice Community Engagement Coordinator, including work planning, support, oversight of activity, and undertake their IPR. Work...PermanentPart-timeAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Administrator Team Leader - Financial Planning -.... Be the first to apply!
Related searches
- customer service advisor start asap Bristol
- customer service officer business banking Bristol
- customer service advisor british gas Bristol
- customer service representative immediate start Bristol
- system service representative Bristol
- customer service representative Bristol
- technical customer service advisor Bristol
- customer service assistant at the range Bristol
- customer service advisor o2 Bristol
- customer service administrator Bristol