Financial advisory support occupations Work, Jobs in Trowbridge, Wil (with Salaries)

Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Leadership
12d
Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
- Up to £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services
- Free parking
- Life insurance
Quick apply
Senior SSAS Specialist
Hartley Pensions —Bristol
- £33,207.02 - £42,068.84 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
4d
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- School
- Employee discount
Pensions Administrator
Broadstone Corporate Benefits Limited —Bristol
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Planning Associate - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
Senior Pensions Administrator
XPS Pensions Group —Bristol
- Full-time
- Customer service
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
10d
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance

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Senior Client Services Specialist
Bellamy Wealth Management —Royal Wootton Bassett
This will particularly suit if you enjoy client interaction and satisfaction as the role will focus on building strong relationships with clients and key…
Up to £28,000 a year
Quick apply
Operations Specialist
Simplify Consulting —Southampton
(typically its 3 days either in the office or on client site (Nationally) and 2 days from home.). Experience engaging with senior stakeholders and presenting…
Up to £90,000 a year
Quick apply
2d

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financial advisory support occupations jobs near trowbridge, wil

Client Administrator Team Leader - Financial Planning - Bristol

Atomos -
Bristol

Apply Now

Job details

12 days ago

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

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financial advisory support occupations jobs in trowbridge, wil

Client Administrator Team Leader - Financial Planning - Bristol

Senior Client Services Specialist

Senior SSAS Specialist

Paraplanner

Paraplanner (Marlborough)

Apprentice Pensions Administrator

Pensions Administrator

Financial Planning Associate - Bristol

Senior Pensions Administrator

Senior Pensions Associate

Senior Pensions Associate, DB or DC

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