Client Team Leader - Financial Planning - Bristol

Atomos Investments Limited; Bristol; On-site; GBP 35,000 - 50,000; Full time

Job summary

Join a growing financial services firm as a Team Leader for Client Administrators in Bristol. This role is pivotal in supporting Financial Planners while managing a team focused on delivering exceptional client service. If you are tech-savvy and have a background in financial planning, your expertise will facilitate team growth and client satisfaction.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Experience as a Team Leader in Wealth Management or Financial Planning.
• Excellent knowledge of pensions, investments, mortgages, and protection.
• Intermediate Excel skills required.

Responsibilities

• Lead a team of 4 Client Administrators in daily tasks.
• Act as escalation point and ensure service accuracy.
• Communicate directly with clients to resolve queries.

Skills

Leadership

Communication

Team Development

Analytical Thinking

Client Relationship Management

Intermediate Excel

Job description

Temporary Position with Potential for Permanent

Career
You’re a tech savvy Client Administrator with a track record of leading a team to success. You have excellent knowledge of Financial Planning products and drive to deliver great client outcomes. This is a fantastic opportunity for someone to lead and develop a busy team in a growing business with client outcomes at the heart of everything we do.

About the role
Based in our Bristol office, this role offers variety and challenge in equal measure. As Team Leader, you will provide crucial support to our Financial Planners, ensuring they and their clients receive outstanding service. Your remit will include team management, organisation, and providing a coaching environment to support your team on their career paths.

Accountabilities

• Lead a team of 4 Client Administrators supporting day-to-day tasks.
• Act as the point of escalation and use data to highlight accuracy, performance, and SLAs.
• Process new business applications.
• Liaise with 3^rd party providers and use provider platforms.
• Prepare documentation for client meetings, including the production of annual planning meeting packs.
• Communicate directly with clients and proactively find solutions to their queries.

Skills and Experience

• Experience as a Team Leader or equivalent in a Wealth Management, Financial Planning, or IFA firm.
• Excellent knowledge of pensions, investments, mortgages, and protection.
• Great communication skills, highly organised, thrives when developing a team and gaining great outcomes.
• Intermediate Excel skills – e.g Pivot tables, V:Lookups.
• Capable of thorough fact-finding and analytical thinking.
• Enjoys building an innovative team growing a culture of collaboration.

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.