Financial planner Work, Jobs in Kewstoke, 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
Financial Planner
Partnership Recruitment —Shipham
- Business development
Paraplanner - Fixed Term Contract
Attivo Group —Cardiff
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
2d
Senior Client Services Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
8d
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Financial services
- AI
Paraplanner - Bristol/Plymouth
Atomos —Bristol
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
11d
Paraplanner
TrinityBridge —Bristol
- Travel
- Computer skills
- Communication skills
Senior Paraplanner
PKF Francis Clark —Taunton
- Hybrid work
11d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills

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Trainee/Debt Advisor
Debt Movement UK —Bridgend
Experience in a telephone-based, customer-facing role (contact centre, helpline, or similar). If you’re currently working in the debt or insolvency sector,…
£26,000 - £37,500 a year
Quick apply
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Cardiff
The role is self employed - currently there is no employed alternative and there is no financial pipeline building support available.
£50,000 a year
8d

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Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

Apply Now

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

Refine Your Search

financial planner jobs in kewstoke, som

Client Administrator Team Leader - Financial Planning - Bristol

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

Financial Planner

Paraplanner - Fixed Term Contract

Senior Client Services Administrator

Client Administrator - Bristol

Paraplanner - Bristol/Plymouth

Paraplanner

Senior Paraplanner

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

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