Average Client Administrator salary in Bath

Head of Client ServicesLead the engine room of a growing, boutique Chartered wealth firmLocation: Bradford-on-Avon, Wiltshire     Salary: Up to £60,000   The opportunity We’re working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory — growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the “glue” between the advice, technology, HR and leadership teams. It’s two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership — or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step. Why it stands out M&A integration is part of the role — deal-adjacent exposure most operational roles never get near. A seat at the firm’s tech transformation: client app, document portal, digital signatures, AI and compliance tools. Real breadth and seniority — you’ll influence the whole business, not one function. A clear route up: shadow the HR Director for 6–12 months, then report directly to the MD. Premium, boutique clients and a genuine “business owner” culture, with full backing for your qualifications. The role You’ll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you’ll: Lead the teams — set standards, manage capacity and support recruitment, training and reviews. Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data. Run platform administration — submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT). Drive process improvement, KPIs and automation across the teams. Support compliance in practice — Consumer Duty, GDPR, T&C and file standards. Set the front-of-house and office standard. Over time, you’ll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology. What you’ll bring Strong knowledge of the IFA / wealth client lifecycle and platform administration — ideally from a paraplanning, client services or operations role. Either proven people leadership, or the clear potential and appetite to lead. A process-improver who’s comfortable with new technology. A sound understanding of compliance (Consumer Duty, GDPR). A genuine “business owner” mindset — high ownership, high standards, collaborative with people.

IFA AdministratorBath, hybrid£28,000 - £35,000 We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.As a Financial Planning Administrator based in their Bath office, you’ll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives.Benefits:Up to £35,000Hours: 9 to 5pmOffice based or hybrid for the right personPension contributionDISA supportive and collaborative team culture that values growth and professional development.Opportunities to study towards the Level 4 diplomaTo be considered for this IFA Administrator position: Working towards financial qualifications - CISI/ CII/ LIBFProven experience within an advisory or wealth management environment.Good understanding of financial products - investment, tax planning, and regulatory frameworks.Proficient in using financial planning software and CRM systems Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.Job Synonyms: Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support

Private Client Senior Associate  Bristol (Hybrid or Remote) This is a newly created role for an experienced Estate Administration Fee-Earner to join an exciting company that specialises in complex estate administration due to an increase in quality referrals. You can be a qualified Solicitor or Legal Executive or qualified by experience. Role OverviewAs a Senior Associate Estate Administration fee-earner, you will manage a caseload of c40 complex estate files, including taxable estates, trusts, foreign estates and agricultural matters. Key ResponsibilitiesManage end-to-end administration of complex taxable estate filesProgress cases through grants, accounts and estate closureCommunicate with clients and professional partners via phone and emailDraft estate accounts and ensure compliance with internal systemsMentor and support junior team membersWhat experience is required: 5+ years’ probate and estate administration experienceExperience with complex or high-net-worth estatesSTEP/TEP qualified or working towards via STEPSolicitor or CILEX qualificationWhat's on offer:Hybrid or fully remote working (occasional office attendance required)Supportive, flexible and performance-focused cultureQuarterly performance bonus This role suits an experienced estate administration professional looking to work on complex cases in a supportive, high-quality environment with strong autonomy and development opportunities. Interested? Click apply now with your updated CV to Loraine Silvester at G2 Legal.#INDMADS