Job Title: Team Leader – Financial Planning Support
Location: Bristol (Hybrid working)
Salary Range: £35,000 - £38,000
This is an excellent opportunity for a team-focused professional with experience in financial services administration to step into a leadership role.
We're seeking a skilled leader who can manage a team of support staff, working closely with Financial Planners to ensure high standards of service delivery, technical accuracy, and workflow efficiency.
The Ideal Candidate:
* 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
* Analytical and process-driven mindset
* Ability to build relationships and foster team collaboration
What We Offer:
* Hybrid working arrangement
* Excellent support for career progression and personal development
* 25 days holiday + bank holidays
* Private medical cover, life insurance, income protection
* A positive team culture with opportunities to shape internal processes
To learn more about this opportunity, please contact our specialist recruiters at Capio Recruitment.