Wealth management administrator Work, Jobs in Shepton Mallet, Som (with Salaries)

Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Talent Acquisition Business Partner (Wealth Management)
Titan Wealth Holdings —Bristol
- £5 - £10 a year
- Full-time
- Hybrid work
- Continuous improvement
- In-person
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Panel Administrator - Adoption West
Bath and North East Somerset Council —Bath
- £15,452 - £15,949 a year
- Call to connect
- Microsoft Powerpoint
- Research
- Administrative experience
Panel Administrator - Adoption West
Bristol City Council —Bristol
- £25,989 - £26,824 a year
- Part-time
- Microsoft Powerpoint
- Research
- Administrative experience
10d
Panel Administrator
Wiltshire Council —Bristol
- £15,452 - £26,824 a year
- Part-time
- Microsoft Powerpoint
- Research
- Administrative experience

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Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
In this hands-on admin role, youll support our Team of Advisors by ensuring that client administration and our annual review processes run smoothly and…
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Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
Be the Go-To: Act as the escalation point for complex queries and provide clear, proactive solutions. Competitive Pension Scheme - we contribute 6%, you 3%.

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Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

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Job details

Permanent

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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wealth management administrator jobs in shepton mallet, som

Client Administrator Team Leader - Financial Planning - Bristol

Wealth Management Administrator

Talent Acquisition Business Partner (Wealth Management)

Panel Administrator - Adoption West

Panel Administrator - Adoption West

Panel Administrator

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