Our Bristol based client is an established Financial Services business who specialise in Expat International Planning, Wealth & Investments and Pensions.
Job Description:
This newly created role is a hands on leadership position with responsibility for the management, co-ordination and oversight of the admin function, who provide top quality support to advisers, management and clients.
The Successful Applicant:
* Previous experience in team leadership, supervision or coordination of a busy administrative function.
* Willingness to obtain/work towards a relevant FS qualification.
* Able to mentor, guide and support colleagues.
* Confident communicator - conveys expectations clearly.
* Practical problem-solving approach.
* Experience with workflow or task management tools.
* Financial Services Qualifications, such as FA1 or RO1.
Key Responsibilities:
Team leadership & Daily Management
* Lead, supervise and support the admin team in their day-to‑day work.
* Allocate tasks and manage workload across the team to meet deadlines.
* Monitor team performance, quality of outputs and adherence to standards.
* Provide guidance, support and problem solving.
* Lead regular check-ins, huddles or short team meetings to communicate priorities.
* Support the training, onboarding and development of new and existing staff.
* Promote a positive, collaborative and professional team culture.
Workflow & Process Management
* Oversee daily workflow and ensure all operational processes are followed.
* Maintain accurate work logs, checklists and operational tracking tools.
* Identify/resolve bottlenecks and inefficiencies.
* Maintain work is carried out to a high standard of accuracy and timeline.
* Escalate issues appropriately as required.
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