Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead a team in financial planning support, ensuring top-notch service and workflow efficiency.
- Company: Join a respected financial planning firm known for operational excellence and collaboration.
- Benefits: Enjoy hybrid working, 25 days holiday, private medical cover, and career progression support.
- Why this job: Be part of a positive team culture where you can shape processes and develop your skills.
- Qualifications: Experience in financial services, strong communication skills, and proficiency in Excel required.
- Other info: This role offers a chance to step into leadership within a growing company.
The predicted salary is between 28000 - 32000 £ per year.
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
- 25 days holiday + bank holidays
- Private medical cover, life insurance, income protection
- 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.
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Admin Team Leader (City Of Bristol)
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and wealth management. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in team leadership roles. Attend industry events or join relevant online forums to build connections that could provide insights or even referrals for the position.
✨Tip Number 3
Brush up on your Excel skills, particularly with intermediate functions like Pivot Tables. Being able to demonstrate your proficiency in data analysis during discussions can set you apart from other candidates.
✨Tip Number 4
Prepare examples of how you've successfully managed and developed a team in the past. Highlighting your leadership experiences and the positive outcomes can help illustrate your fit for the role and your ability to foster a collaborative team culture.
We think you need these skills to ace Financial Planning Admin Team Leader (City Of Bristol)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services administration, particularly in a leadership role. Emphasise your knowledge of pensions, investments, and other financial products relevant to the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your management skills and your ability to foster team collaboration. Mention specific examples of how you've successfully led teams in the past and how you can contribute to the positive culture of the company.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Excel and any analytical skills you possess. Provide examples of how you've used these skills in previous roles to improve workflow efficiency or service delivery.
Showcase Communication Skills: Since strong communication is key for this role, include instances where you've effectively communicated with team members or clients. This could be through presentations, reports, or team meetings, demonstrating your confident communication style.
How to prepare for a job interview at Placed
✨Showcase Your Leadership Skills
As a Team Leader, it's crucial to demonstrate your ability to manage and develop a team. Prepare examples of how you've successfully led teams in the past, focusing on your approach to fostering collaboration and maintaining high standards.
✨Highlight Your Financial Knowledge
Make sure to discuss your experience in financial planning, pensions, and investments. Be ready to explain complex concepts in simple terms, showcasing your strong knowledge of financial products and your analytical mindset.
✨Demonstrate Communication Skills
Since the role requires confident communication, practice articulating your thoughts clearly. Think about how you can convey technical information effectively to both your team and clients, as this will be key in ensuring service delivery.
✨Prepare for Technical Questions
Given the emphasis on Excel skills, brush up on intermediate functions like Pivot Tables. Be prepared to discuss how you've used these tools in previous roles to improve workflow efficiency and support decision-making.