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 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.
Client Administrator Team Leader - Financial Planning - Bristol employer: Atomos
Join a dynamic and supportive team in Bristol, where your role as a Client Administrator will not only enhance your career in Financial Planning but also allow you to thrive in a fast-paced, friendly environment. With a strong focus on employee growth, we offer a competitive pension scheme, private medical insurance, and a flexible work-from-anywhere policy, ensuring that you can maintain a healthy work-life balance while delivering exceptional client experiences.
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. Highlighting specific instances where you've inspired others or improved team performance can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial planning sector, especially those who work in client administration roles. Engaging with industry peers can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 4
Prepare to discuss your technical skills, particularly your proficiency with Excel and data analysis. Be ready to explain how you've used these skills to drive performance and improve operational excellence in previous roles.
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 financial planning and team leadership. Use specific examples that demonstrate your ability to manage a team and deliver exceptional client service.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for developing others and your tech-savvy nature. Mention how your skills align with the role's requirements and express your enthusiasm for shaping the future of the business.
Highlight Relevant Skills:In your application, emphasise your technical knowledge in pensions, investments, and mortgages. Be sure to mention your proficiency with Excel and any analytical skills that would benefit the team.
Showcase Leadership Experience:Provide examples of your previous leadership roles, focusing on how you have inspired and developed your team. Discuss any initiatives you’ve led that improved performance or client satisfaction.
How to prepare for a job interview at Atomos
✨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 while achieving results.
✨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, highlighting your communication skills.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of pensions, investments, mortgages, and protection. Be prepared to answer technical questions and explain how your expertise can benefit the team and clients alike.
✨Prepare for Data-Driven Discussions
Given the emphasis on performance monitoring, come equipped with examples of how you've used data to drive decisions in previous roles. Discuss your proficiency with Excel, particularly with pivot tables and VLOOKUPs, to showcase your analytical thinking.
