At a Glance
- Tasks: Lead a team, support Financial Planners, and deliver exceptional client service.
- Company: Join a dynamic financial planning firm focused on client outcomes and innovation.
- Benefits: Enjoy a competitive pension, private medical insurance, and a flexible work-from-anywhere policy.
- Other info: This temporary position has potential for permanent placement.
- Why this job: Shape the future of a fast-paced business while developing your leadership skills.
- Qualifications: Experience in a Team Leader role within Wealth Management or Financial Planning is essential.
The predicted salary is between 36000 - 60000 £ per year.
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.
Client Administrator Team Leader - Financial Planning - Bristol employer: Atomos Investments Limited
Join a dynamic and innovative team in Bristol as a Client Administrator Team Leader, where your leadership skills will be valued and your contributions will directly impact client satisfaction. With a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, we prioritise employee well-being and professional growth in a collaborative environment. This role not only offers the chance to mentor a high-performing team but also to engage in diverse projects that keep your work exciting and fulfilling.
Contact Details:
Atomos Investments Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator Team Leader - Financial Planning - Bristol
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will not only help you in interviews but also demonstrate your commitment to the industry.
✨Tip Number 2
Showcase your leadership skills by preparing examples of how you've successfully managed teams or projects in the past. Be ready to discuss specific instances where you inspired others or improved team performance, as this role heavily focuses on leading and mentoring.
✨Tip Number 3
Brush up on your technical skills, especially in Excel. Since the role requires analytical thinking and data monitoring, being able to confidently use pivot tables and VLOOKUPs will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your client-facing experience. This position involves direct communication with clients, so think of examples where you've effectively resolved queries or provided exceptional service to enhance client satisfaction.
We think you need these skills to ace Client Administrator Team Leader - Financial Planning - Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in team leadership and client administration within the financial planning sector. Use specific examples that demonstrate your ability to manage a team and deliver exceptional client service.
Craft a Compelling Cover Letter:In your cover letter, express your passion for developing others and your commitment to client outcomes. Mention how your technical knowledge in pensions, investments, and mortgages aligns with the role's requirements.
Showcase Your Technical Skills:Emphasise your proficiency with Excel and analytical thinking in your application. Provide examples of how you've used these skills to drive performance and operational excellence in previous roles.
Highlight Leadership Experience:Clearly outline your previous leadership roles and the impact you had on your teams. Discuss how you foster collaboration and accountability, and how you’ve inspired others to achieve their best.
How to prepare for a job interview at Atomos Investments Limited
✨Showcase Your Leadership Skills
As a potential Team Leader, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully managed teams in the past, focusing on how you inspired and developed others.
✨Be Client-Focused
Since the role emphasises client outcomes, be ready to discuss your experience in client-facing situations. Share specific instances where you resolved complex queries or improved client satisfaction.
✨Highlight Your Technical Knowledge
Make sure to showcase your strong technical knowledge in areas like pensions, investments, and mortgages. Be prepared to answer questions that test your understanding of these topics.
✨Demonstrate Analytical Skills
Given the importance of data in this role, be ready to discuss your experience with Excel and analytical thinking. You might be asked to solve a problem or analyse a scenario during the interview, so practice relevant skills beforehand.
