Financial Planning Support Team Leader

Job Title: Team Leader - Financial Planning Support

Location: Bristol (Hybrid working)

Salary: £38,000 - £42,000

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.

• 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

• 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