Client Admin Team Lead - Wealth Management & Growth

Posted 7 days 20 hours ago by Atomos Investments Limited

Permanent
Full Time
Other
Gloucestershire, Bristol, United Kingdom, BS153
Job Description

Atomos Investments Limited, based in Bristol, is looking for a tech-savvy IFA Administrator to lead a small team and support a high-performing Financial Planner. You'll improve processes and ensure exceptional client service.

The ideal candidate has over 4 years of experience in a senior admin support role within Wealth Management or an IFA firm and strong technical knowledge across pensions and investments. Benefits include a competitive pension scheme, private medical insurance, and 26 days holiday.