Client Administrator Team Leader - Financial Planning - Bristol
Bristolonsite
Posted 1w ago · via Teamtailor
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Bristol. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included