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IFA Admin Team Manager - hybrid working

Reed
Posted 23 days ago, valid for 6 days
Location

Bristol, City of Bristol BS6 5EX

Salary

£35 - £42.5 per hour

Contract type

Full Time

Retirement Plan
Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Client Support Team Manager position is available in Bristol, UK, offering an annual salary between £35,000 and £42,500, plus bonuses and benefits.
  • This full-time role requires a candidate with experience in a regulated financial services environment, ideally with knowledge of FCA requirements.
  • The successful candidate will lead and manage a high-performing client administration team, focusing on service excellence and operational efficiency.
  • Key responsibilities include promoting a collaborative team culture, ensuring compliance with regulatory requirements, and driving continuous improvement in processes.
  • Benefits of the role include private medical insurance, a pension scheme, 24 days of annual leave, and flexible benefits options.
Client Support Team Manager (Private Client)
  • Annual Salary: depends on exp - £35-42.5k plus bonus and benefits
  • Location: Bristol, UK - 3 days office, 2 days home working 
  • Job Type: Full-time

Join a leading financial planning company in Bristol as a Client Support Manager (Private Client). This role is pivotal in leading and managing a high-performing client administration team to deliver best-in-class service standards. The successful candidate will be a trusted leader, promoting the organisation’s values and fostering a culture of trust, accountability, and collaboration.

Day-to-day of the role:
  • Trusted Leadership & Team Culture: Act as a role model in integrity, professionalism, and fairness. Embed the company’s culture within the team, promoting a collaborative and high-performance work environment.
  • Team Management & Development: Lead, coach, and support the client administration team to ensure high motivation and performance. Align recruitment, training, and performance management processes with company values.
  • Operational Excellence: Ensure adherence to best-in-class processes for high-quality, timely, and accurate service delivery. Manage client records and compliance with regulatory requirements.
  • Process Adherence & Improvement: Focus on continuous improvement of workflows and processes. Identify inefficiencies and collaborate with teams to implement solutions.
  • Relationship Management & Collaboration: Build strong relationships with advisers, clients, and internal teams. Ensure alignment with the wider business strategy and promote inter-departmental collaboration.
  • Risk & Compliance: Uphold regulatory requirements and ensure the team operates within these guidelines. Embed Treating Customers Fairly (TCF) and Retail Conduct Risk (RCR) principles in team processes.
Required Skills & Qualifications:
  • Progress towards a regulated diploma in Financial Planning (QCF Level 4) or equivalent preferred.
  • Experience in a regulated financial services environment, with knowledge of FCA requirements.
  • Familiarity with Intelligent Office or similar client management systems highly desirable.
  • Proven experience in managing an administration team with a focus on service and operational efficiency.
  • Strong understanding of compliance, risk, and governance within financial services.
Benefits:
  • Private Medical Insurance
  • Employee Pension Scheme
  • 24 days Annual Leave plus bank holidays
  • Dental Insurance
  • Life Assurance
  • Health cash plan
  • Flexible benefits options

This role is an excellent opportunity for a professional looking to further their career in financial services by leading a team dedicated to excellence and client satisfaction. If you are a solution-oriented leader with a strong focus on operational excellence and team development, we would love to hear from you.

To apply for the Client Support Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.