Team Leader/Process Manager in Bristol

Team Leader/Process Manager in Bristol

Bristol Full-Time No working from home possible
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28th May, 2026

Our Client:
The business has exciting plans for the future, and this new role is responsible for the leadership, co-ordination and oversight of the administrative function, as the team provides high-quality support to advisers, management and clients.
Job Description:
This newly created role is a hands-on leadership position which will drive efficiency, maintain operational standards and support continuous improvement.
The Successful Applicant:

Essential

  • Previous experience in team leadership, supervision or coordination of a busy administrative function.
  • Willingness to obtain/work towards a relevant FS qualification.
  • Able to mentor, guide and support colleagues.
  • Confident communicator - conveys expectations clearly.
  • Practical problem-solving approach.
Desirable
  • Experience with workflow or task management tools.
  • Financial Services Qualifications, such as FA1 or RO1.

Key Responsibilities:

Team leadership & Daily Management
  • Lead, supervise and support the admin team in their day-to-day work.
  • Allocate tasks and manage workload across the team to meet deadlines.
  • Monitor team performance, quality of outputs and adherence to standards.
  • Provide guidance, support and problem solving.
  • Lead regular check-ins, huddles or short team meetings to communicate priorities.
  • Support the training, onboarding and development of new and existing staff.
  • Promote a positive, collaborative and professional team culture.

Workflow & Process Management
  • Oversee daily workflow and ensure all operational processes are followed.
  • Maintain accurate work logs, checklists and operational tracking tools.
  • Identify/resolve bottlenecks and inefficiencies.
  • Maintain work is carried out to a high standard of accuracy and timeline.
  • Escalate issues appropriately as required.





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Contact Details:

Cornish-Vaughan Associates Recruitment Team