Financial Planning Admin Team Leader

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

Job summary

A respected financial planning business is seeking a Team Leader for Financial Planning Support in Bristol. This leadership role involves managing a team, ensuring service quality, and fostering collaboration. The company offers excellent career support and a positive team culture with a hybrid working arrangement.

Benefits

Hybrid working arrangement

Support for career progression

Positive team culture

Qualifications

• Experience in financial planning or wealth management.
• Proven team management experience.
• Strong communication and organisational skills.

Responsibilities

• Manage a team of support staff for high service delivery.
• Ensure technical accuracy and workflow efficiency.
• Develop a positive team culture.

Skills

Financial Services Administration

Pensions Knowledge

Investments Knowledge

Team Management

Communication

Organisational Skills

Excel Intermediate Functions

Analytical Mindset

Relationship Building

Job description

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Client:

Capio Recruitment

Location:

bristol, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

11

Posted:

12.06.2025

Expiry Date:

27.07.2025

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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.