Financial Planning Admin Team Leader

JR United Kingdom; Newport; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A prestigious financial planning business in Newport seeks a Team Leader for their Financial Planning Support team. The ideal candidate will lead a group of support staff, ensuring excellence in service delivery while fostering collaboration and a positive work culture. This opportunity offers hybrid working, robust career progression support, and the chance to shape team processes.

Benefits

Hybrid working arrangement

Support for career progression

Positive team culture

Qualifications

• Experience in financial services administration is crucial.
• Proven ability to manage and develop a team.
• Strong knowledge of financial products like pensions and investments.

Responsibilities

• Manage a team of support staff and collaborate with Financial Planners.
• Ensure high standards of service delivery and workflow efficiency.
• Foster a positive team culture.

Skills

Leadership

Financial Planning

Communication

Organisational Skills

Excel

Analytical Thinking

Job description

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Financial Planning Admin Team Leader, newport, wales

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Client:

Capio Recruitment

Location:

newport, wales, 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.