I'm currently partnered with a leading wealth management firm who are seeking a dynamic leader to manage and develop their corporate client administration team! The company has offices all over the country; however, for this position, the person will need to live local to Bristol.
Key Responsibilities:
Lead and motivate the administration team, fostering a collaborative, high-performance culture.
Ensure compliance with FCA regulations and maintain operational excellence.
Drive process improvements and oversee accurate client and financial administration.
Build trusted relationships with clients, advisers, and stakeholders.
Requirements:
Experienced in corporate benefits administration, particularly in group risk and healthcare insurance.
Background in financial services, team management, and compliance.
Progress toward a Level 4 Financial Planning qualification (preferred).
Familiarity with CRM systems like Intelligent Office (desirable).
What's On Offer?
Competitive salary, private healthcare, pension, up to 30 days leave, flexible benefits, and a commitment to diversity and inclusion.
If this role sounds like it could be for you, and you would like some more information, please send your CV to us.
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