Financial Planning Team Manager – Bristol/ Hybrid - to £50,000 + Bonus + Excellent Benefits - #2112870

Are you an experienced Financial Planning Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners?

An excellent opportunity has arisen for a Financial Planning Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office.

Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced Financial Planning Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices.

This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and looking to take that next step in their career.

The Role:

Provide comprehensive administrative support to the Financial Planning Director and 1 Trainee Financial Planner

Prepare client meeting packs and all associated documentation

Arrange client meetings and manage adviser diaries

Liaise with clients and providers to progress new and existing business

Process Letters of Authority and obtain information from providers

Maintain accurate client records using the firm's CRM and workflow systems

Manage cases from inception through to completion, ensuring an outstanding client experience

Support, coach and develop Junior Administrators

Allocate workloads and act as the technical escalation point for the administration team

Ensure all work is completed accurately and in line with FCA requirements while identifying opportunities to improve processes

The Person:

Around 3 years' experience as a Financial Planning Administrator within a Financial Planning/Wealth Management environment

Experience supervising, mentoring or coaching junior team members

Knowledge of pensions, investments and wider wealth management products

Strong knowledge of the Financial Advice process, from initial enquiry through to implementation and ongoing client servicing

Excellent organisational skills with exceptional attention to detail

Confident communicator with a collaborative and proactive approach

Level 4 Diploma is welcomed but not essential. Full study support is available for those wishing to achieve their Level 4 Diploma

Package & Benefits:

Salary up to £50,000 plus bonus DOE

Hybrid working (4 days in the office, 1 day from home)

Full study support towards professional qualifications (if desired)

Ongoing training and career development

Opportunity to step into a leadership role within a highly successful business

Supportive and collaborative working environment with genuine long-term progression

Health Cash Plan

Life Assurance 4x Salary

Private Medical Insurance

Private GP

Income Protection

Pension

26 days holiday plus bank holidays

Excellent career progression opportunities

This is an excellent opportunity for an experienced Financial Planning Administrator looking to take the next step in their career, combining leadership responsibilities with hands-on financial planning administration within a well-established, supportive, and growing Financial Planning firm.

If this opportunity is of interest, please send your CV to Harry at Financial Divisions