Are you an experienced financial planning professional with a passion for leading high-performing teams? We are partnering with a well-established financial services organisation seeking a Client Services Team Leader to join their dynamic office. This is an exciting opportunity to manage, mentor, and develop a team of sales support staff while ensuring smooth operations, compliance, and excellent client service.
Why This Role is Exciting:
Salary up to £45,000 DOE with the opportunity to grow your career within the organisation.
Location: Caterham
Hours: Monday – Friday, 9am – 5.30pm
Benefits include: 27 days holiday (increasing with service, Group pension matched at 5%, Group Income Protection, Group Private Medical, Cash Healthplan, Health Assessments every 2 years, Team lunch once per month, ore value awards, Discounted gym membership and 4 quarterly team events per year fully funded by business
Lead a talented team in a supportive, professional environment.
Make a tangible impact on processes, compliance, and client satisfaction.
Tasks
What You'll Do:
Act as the first point of contact for your team, providing guidance, problem-solving, and support.
Oversee workloads, ensuring tasks are distributed fairly and completed to the highest standard.
Approve and manage holidays, absences, and flexible working requests.
Lead, motivate, and develop team members, identifying training needs and supporting professional growth.
Ensure accurate processing, validation, and reporting of financial data in line with UK financial regulations.
Support advisers with pre- and post-sales administration across pensions, investments, and protection.
Manage financial transactions including payments, transfers, and switches, ensuring CRM systems are up-to-date.
Conduct regular audits for compliance and data accuracy (FCA, GDPR).
Build and maintain strong relationships with advisers, clients, and providers.
Drive process improvements, system changes, and team initiatives.
Provide coaching and mentoring to support team wellbeing and performance.
Requirements
About You:
Proven leadership or supervisory experience, within financial planning or wealth management.
Strong organisational and communication skills with the ability to manage multiple priorities.
Knowledge of financial services administration (pensions, investments, protection) and UK regulations (FCA, GDPR).
Proficient in Microsoft Office and CRM/provider platforms.
Resilient, proactive, and solutions-focused with strong problem-solving skills.
Relevant qualifications such as Certificate in Financial Administration or Life and Pensions (desirable).