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Financial Planning Admin Team Leader, Bristol

£27000 - £35000 plus benefits

Our client is a well-established Wealth Management firm who seek a new team leader to manage its administration team in Bristol.


  • 5 O Levels/GCSE (must include Mathematics and English), A Levels
  • Financial Planning Certificates or equivalent exams.
  • Previous management and leadership experience in a financial services environment is essential

 Job role:

You will lead and manage a team with a permanent focus on delivering the companies vision and values. You will exhibit high level management and leadership skills and have an aptitude to deliver results by combining effective and efficient task and procedure management with exceptional people skills.
You will have a focus that ensures that through your efforts the companies’ culture is maintained and improved.
About You:

  • Having the ability to adapt quickly to changing circumstances whilst ensuring positivity in the team
  • Express ideas positively and effectively in individual and group situations
  • Strong verbal and written communication skills
  • Productively develops customer relations by understanding and responding to customer needs and ensuring customer satisfaction
  • Actively seeks to build relationships with product providers
  • Maintains relationships with advisers by ensuring two-way communication is maintained at all times
  • Commits to action after analysing alternative courses of action; displays decisiveness
  • Able to organise own work based on company goals and priorities
  • Leads by example and provides clear direction for all staff
  • Exceptional coaching and development techniques to ensure employees are able to meet their goals
  • Exhibit an ability to analyse management information with the aim to ensure task are completed on time and in full at all times
  • Exhibits exemplary planning and organisational skills to ensure own and teams work is prioritised appropriately to ensure Customers/Advisers expectations can be met
  • Looks to improve processes and services at all times
  • A creative thinker who can work through any perceived barriers
  • Has an un-wilting focus to ensure that both your own and the team quality is maintained at all times
  • Focuses strongly on meeting commitments and delivering results to a high standard
  • Works effectively with team members to accomplish goals
  • Having sound knowledge of technical/professional issues in the area; understanding of how relevant trends affect the area of work
  • Experience and understanding of the Financial Services Industry
  • Good understanding of computer systems and processes
  • Knowledge of products and systems. Life, Pension and Investment product regulations

The tasks related to this role are:

  • Leading and managing the Wealth Management admin and Paraplanning functions
  • Using a measure, analyse and improve mentality to review the efficiency of tasks with your team and using these stats to drive performance and service
  • Following the performance management model and ensuring that all staff are enthused and engaged with the business
  • Role modelling the Values and Culture with the aim of inspiring all on those around you
  • Using management procedures to drive process improvement through ensuring that your team has a continuous improvement focus
  • Ensuring that business and customer risk is minimised by ensuring that your teams follow all processes and systems
  • Completing regular quality monitoring to ensure excellent service is delivered and that data is cleanly entered into our systems


Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: