Financial planner Work, Jobs in Clifton, Bst (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 —Bath
- Full-time
- Business development
- Communication skills
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
12d
Associate Wealth Paraplanner
Royal Bank of Canada —Bath
- Full-time
- Mentoring
- Communication skills
12d
Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning
Arbuthnot Latham —Bristol
- CRM software
- Writing skills
- Presentation skills
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
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
4d
Senior Client Services Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Continuous improvement
- Work from home
Quick apply
10d
Paraplanner
TrinityBridge —Bristol
- Travel
- Computer skills
- Communication skills
Financial Planner
Partnership Recruitment —Shipham
- Business development

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Part-Time General Administration Assistant
Abacus Bristol Ltd —Bristol
The role would include general office work, data input and managing incoming calls. A new position has become available at our St Philips office for a part-time…
£14 an hour
Quick apply
9d
Centre Support Administrator
ASDAN —Bristol
D) To provide the highest standards of customer service to customers of ASDAN. A) Respond to incoming calls and emails from members in a professional, friendly…
£26,600 a year
Quick apply
11d

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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

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financial planner jobs in clifton, bst

Client Administrator Team Leader - Financial Planning - Bristol

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

Client Administrator - Bristol

Paraplanner - Bristol/Plymouth

Associate Wealth Paraplanner

Wealth Planner / Snr Wealth Planner / Dir. Wealth Planning

Financial Planner

Paraplanner - Fixed Term Contract

Senior Client Services Administrator

Paraplanner

Financial Planner

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