https://jobs.co.uk/job/financial-planning-support-team-leader-capio-recruitment-financial-planning--88dc8882-0868-45c6-ba36-e97501c690f9 RSS feed for Financial Planning Support Team Leader at Capio Recruitment Financial Planning. en-gb Thu, 02 Jul 2026 01:30:11 GMT https://jobs.co.uk/job/financial-planning-support-team-leader-capio-recruitment-financial-planning--88dc8882-0868-45c6-ba36-e97501c690f9 https://jobs.co.uk/job/financial-planning-support-team-leader-capio-recruitment-financial-planning--88dc8882-0868-45c6-ba36-e97501c690f9 Wed, 01 Jul 2026 11:52:25 GMT Location: Bristol | Salary: 38000.00-38000.00 Annual | Type: Permanent | 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 p... Permanent