Head of Client Administration - £42.5k + Bonus + Perks - Bristol / Hybrid
I'm thrilled to represent a leading independent financial planning firm in the heart of Bristol. They’re looking for a Head of Client Support (Private Client) to lead their high-performing client administration team. This is a fantastic opportunity for a Senior Client Administrator to take a step up in their career, or likewise for a Client Support Manager to take on a new and exciting challenge.
Key Responsibilities:
- Lead, coach, and develop a high-performing client administration team, driving motivation and performance.
- Oversee client record management in the Intelligent Office system, ensuring compliance with internal standards and regulatory guidelines.
- Monitor invoicing, income tracking, and reconciliation to maintain accurate financial administration.
- Manage team workloads effectively, ensuring seamless operations.
- Foster a positive, collaborative team environment.
Hybrid Role: 2-3 days per week in the office
Perks: Flexible work arrangements, up to 30 days annual leave, private medical insurance, excellent employee pension scheme, and more.
Requirements:
- Ideal Candidate: Proven experience in managing a client administration team, ensuring top-notch service delivery and operational efficiency.
- Familiarity with Intelligent Office or similar client management systems is highly advantageous.
- Progress towards a Financial Planning diploma (QCF Level 4) or equivalent is preferred.
Interested? Send your CV to samantha.durbridge@idexconsulting.com
Head of Client Administration - £42.5k + Bonus + Perks - Bristol / Hybrid
