img
Permanent

Financial Planning Support Team Leader

Capio Recruitment Financial Planning
Bristol
money-bag £38000 Annual
Posted: 01 July 2026 (Yesterday)
Closing date: 31 July 2026
Ref: 3130572554

Job Title: Team Leader - Financial Planning SupportLocation: Bristol (Hybrid working)Salary: £38,000 - £42,000This 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 collaborationWhat''s on Offer:• Hybrid working arrangement• Excellent support for career progression and personal development• 25 days holiday + bank holidays• Private medical cover, life insurance, income protection• Positive team culture with opportunities to shape internal processesTo explore this opportunity in more detail, please get in touch with one of our specialist Financial ..... full job details .....

Other jobs of interest...

Cranleigh Personnel
BristolYesterday
money-bag28000.00-28000.00 Annual
Grove Talent Solutions
ChippenhamYesterday
money-bag28000.00-28000.00 Annual
Financial Divisions
BristolYesterday
money-bag40000.00-40000.00 Annual
tPS Recruitment
BristolYesterday
money-bag28000.00-28000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!