Financial Planning Admin Team Leader

JR United Kingdom; Bradley Stoke; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected financial planning firm is seeking a Team Leader – Financial Planning Support to manage a skilled team. This role offers hybrid working and excellent career development while you ensure operational excellence and collaboration in financial services administration.

Benefits

Hybrid working arrangement

Support for career progression and personal development

Positive team culture

Qualifications

• Experience in financial planning, IFA, or wealth management.
• Proven ability to manage and develop a team.
• Comfortable with Excel, including intermediate functions.

Responsibilities

• Manage a team of support staff, ensuring high standards of service delivery.
• Work closely with Financial Planners for technical accuracy and workflow efficiency.
• Foster a positive team culture and collaboration.

Skills

Financial Planning Experience

Team Management

Communication

Excel Skills

Analytical Thinking

Job description

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Client:

Capio Recruitment

Location:

bradley stoke, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

10.06.2025

Expiry Date:

25.07.2025

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Job Description:

Job Title: Team Leader – Financial Planning Support

This is an excellent opportunity for a team-focused professional with experience in financial services administration to step into a leadership role within a respected financial planning business.

We’re working with a successful and growing firm that values operational excellence and strong collaboration across teams. In this role, you’ll manage a team of support staff, working closely with Financial Planners to ensure high standards of service delivery, technical accuracy, and workflow efficiency — all while developing a positive team culture.

The Required Skills:

• Experience in a financial planning, IFA or wealth management environment

• Strong knowledge of pensions, investments, protection, and wider financial products

• Proven ability to manage and develop a team

• Confident communicator with strong organisational skills

• Comfortable with Excel, including intermediate functions (e.g. Pivot Tables)

• Analytical and process-driven mindset

• Enjoys building relationships and fostering team collaboration

What’s on Offer:

• Hybrid working arrangement

• Excellent support for career progression and personal development

• Positive team culture with opportunities to shape internal processes

To explore this opportunity in more detail, please get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.