Financial planner Work, Jobs in Brent Knoll, Som (with Salaries)

Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
- Full-time
- Business development
- Communication skills
Senior Client Services Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
2d
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Financial services
- AI
Financial Planner
Partnership Recruitment —Sandford
- Business development
Paraplanner
TrinityBridge —Bristol
- Travel
- Computer skills
- Communication skills
Senior Paraplanner
PKF Francis Clark —Taunton
- Hybrid work
4d
Paraplanner - Bristol/Plymouth
Atomos —Bristol
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
4d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills

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RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bristol
Build Lasting Partnerships: Cultivate deep relationships with high-net-worth individuals and families, understanding their unique financial and personal goals…

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Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Investment
Pension
Pivot table analysis
Mentoring junior staff
Performance management
Team management
Professional development mentoring
Pivot tables
Customer interaction
Financial advisory support experience
Training & development
Leadership
Analytics

Full job description

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.

Apply Now

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financial planner jobs in brent knoll, som

Client Administrator Team Leader - Financial Planning - Bristol

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Senior Client Services Administrator

Financial Planner

Client Administrator - Bristol

Financial Planner

Paraplanner

Senior Paraplanner

Paraplanner - Bristol/Plymouth

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

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