Team Leader, Bristol-Ref 12830

  • Employed
  • Bristol

Ref 12830

Up to £35,000+

We are working with a financial planning firm in the outskirts of Bristol city center who are looking to take on an Advisory Team leader to join their expanding offices.
This is a brand new role which will see you leading members of the advisory team ensuring they provide high level, quality service that reflects the clients needs and expectations.
The ideal candidate will have previous experience in leading a team within pensions and investments. Have a professional, proactive, positive and driven with a can do attitude. It is important that in the first instance you are able to work within a small team.
Your duties will include supervising the investment administration team, keeping up to date with technical and legislative changes. Carry out interim staff appraisals as per company procedure and attend internal meetings. You will be working with each consultant to ensure that their new business targets are met whilst providing support to the consultants and directors.

You will receive a competitive basic salary with a generous benefits package such as group pension and discretionary bonus.
For more information on this role please contact Louise Bibb on 01179170416 or email

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