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Client services team leader

Chorley
Permanent
TEMPLEGATE RECRUITMENT LIMITED
Service team leader
£40,000 a year
Posted: 2 March
Offer description

Templegate Recruitment Specialist Recruiters in Financial Services Job Title: Team Leader Location: Chorley, UK (Hybrid 2 days remote / 3 days in office after probation) Salary: Around £40,000 per annum Hours: 37.5 hours per week with flexible start times (7:30 / 8:00 / 9:00), finish 1 hour early on Fridays, 30-minute unpaid lunch Benefits & Development Pension: Employer contribution of 4%, with salary sacrifice available for employee contributions Annual Leave: 28 days plus Bank Holidays, with the option to buy an additional 5 days Group Life Cover: 4x salary Sick Pay Scheme £500 annual training budget with exam support Hybrid working flexibility (2 days remote / 3 days in office) Christmas shutdown About the Role We are currently recruiting a Team Leader to support the growing financial services operations team. This Team Leader will manage a team of 28 support staff across three departments, ensuring smooth day-to-day operations and delivering exceptional support to financial advisors. This role is ideal for someone with strong administrative and operational experience in financial services who thrives in a fast-paced environment and enjoys developing and mentoring staff. Key Responsibilities Lead, manage, and support a team of financial services support staff, providing guidance on technical and process queries Oversee operational processes including new business processing, general queries, and platform support Manage HR-related activities such as return-to-work processes, absences, and staff engagement Liaise with office management to ensure seamless operational support Monitor workflow, manage team workloads, and ensure high-quality service delivery to advisors Identify areas for process improvement and support the implementation of operational changes Act as the primary point of contact for the team, ensuring the Team Leader role drives efficiency and maintains team morale Candidate Requirements Significant experience in financial services administration or support roles Experience managing teams or in a supervisory role within a financial services environment Strong technical knowledge and understanding of financial services processes Experience working across multiple platforms and providers Excellent organisational, communication, and interpersonal skills Ideally holds a CII qualification (LP2, CISI, or RO) Career background in client relations or technical administration is highly desirable Apply Today: Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested. Note: Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.

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