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, 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

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