At a Glance
- Tasks: Lead a team while providing hands-on support in financial planning administration.
- Company: Reputable wealth management firm known for high-quality financial advice.
- Benefits: Salary up to £50,000, bonuses, hybrid working, and comprehensive health benefits.
- Other info: Full study support for professional qualifications and excellent career progression opportunities.
- Why this job: Step into a leadership role and make a real impact in a supportive environment.
- Qualifications: 4+ years as a Financial Administrator with mentoring experience.
The predicted salary is between 50000 - 50000 £ per year.
Salary to £50,000 + Bonus + Excellent Benefits
Are you an experienced Financial Administrator looking to take the next step into a leadership role while remaining hands‑on with clients and Financial Planners?
An excellent opportunity has arisen for a Financial Administrator to join a highly regarded financial planning firm as a Senior Financial Administrator & Team Manager in their Bristol office.
Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice.
They are looking for an experienced Financial Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator.
You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices.
This is a varied role combining hands‑on financial planning administration with team leadership, and is suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career.
The Role
- Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner.
- Prepare client meeting packs and all associated documentation.
- Arrange client meetings and manage adviser diaries.
- Liaise with clients and providers to progress new and existing business.
- Process Letters of Authority and obtain information from providers.
- Maintain accurate client records using the firm’s CRM and workflow systems.
- Manage cases from inception through to completion, ensuring an outstanding client experience.
- Support, coach and develop Junior Administrators.
- Allocate workloads and act as the technical escalation point for the administration team.
- Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes.
The Person
- Minimum of 4 years’ experience as a Financial Administrator within a Financial Planning/Wealth Management environment.
- Experience supervising, mentoring or coaching junior team members.
- Knowledge of pensions, investments and wider wealth management products.
- Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing.
- Excellent organisational skills with exceptional attention to detail.
- Confident communicator with a collaborative and proactive approach.
- Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma.
- Salary up to £50,000 plus bonus.
- Hybrid working (4 days in the office, 1 day from home).
- Full study support towards professional qualifications (if desired).
- Ongoing training and career development.
- Opportunity to step into a leadership role within a highly successful business.
- Supportive and collaborative working environment with genuine long‑term progression.
- Health Cash Plan.
- Life Assurance 4x Salary.
- Private Medical Insurance.
- Private GP.
- Income Protection.
- Pension.
This is an excellent opportunity for an experienced Financial Administrator looking to take the next step in their career, combining leadership responsibilities with hands‑on financial planning administration within a well‑established and growing Financial Planning firm.
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Client Services Team Lead in Bristol employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Team Lead in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Financial Divisions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services Team Lead in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Divisions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Divisions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Divisions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Divisions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Divisions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
