Senior financial administrator Work, Jobs in Bristol, Eng (with Salaries)

Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
Agent in Southwest Agency
Bank of England —Bristol
- £83,440 - £93,870 a year
- Full-time
- No degree
- Communication skills
- Annual leave
12d
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
2d
HR and Office Administrator
Wastesavers Ltd —Newport
- £33,000 - £35,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Driving
- Free parking
- Work from home
Quick apply
10d
Senior Project Manager - Bristol
Gleeds —Bristol
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
Senior Manager, ServiceNow Transformation Architect
Deloitte —Bristol
- Hybrid work
- Sales
- Agile
- Leadership
Service Operations Coordinator
WPS-UK Ltd —Nailsea
- £32,000 - £42,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Maintenance
- Free parking
- Annual leave
Quick apply
11d
Quantity Surveyor
Fulkers Bailey Russell —Bristol
- Full-time
- Microsoft Outlook
- Contracts
- Leadership
- Employee assistance programme
- Referral programme
Quick apply

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Senior Project Coordinator
Qureos Inc —Bristol
Ensuring all project activities adhere to our company's high standards of quality and compliance. Proven work experience as a Project Coordinator, Senior…
£48,000 - £62,000 a year
Senior Consultant/Manager, Internal Audit and Change (Financial Services), Technology & Transformation - Bristol
Deloitte —Bristol
With audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with…

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Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

Pension
Leadership

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

Refine Your Search

senior financial administrator jobs in bristol, eng

Client Administrator Team Leader - Financial Planning - Bristol

Agent in Southwest Agency

Senior Pensions Associate, DB or DC

Senior Pensions Associate

Office Manager

HR and Office Administrator

Senior Project Manager - Bristol

Senior Manager, ServiceNow Transformation Architect

Service Operations Coordinator

Quantity Surveyor

Other jobs to consider

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