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Financial Planning Admin Team Leader, bath
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Client:
Capio Recruitment
Location:
bath, 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.
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