Client Services Team Leader

YourRecruit; Tandridge; On-site; GBP 38,000 - 45,000; Full time

Job summary

A well-established financial services organization is seeking a Client Services Team Leader in Caterham, England. This role involves managing a team of sales support staff, ensuring compliance with financial regulations, and delivering excellent client service. The ideal candidate will have proven leadership experience in financial planning and strong organizational skills. Salary up to £45,000 with comprehensive benefits including a matched pension and generous holiday allowance.

Benefits

27 days holiday

Group pension matched at 5%

Cash Healthplan

Discounted gym membership

Team lunch once per month

Health assessments every 2 years

Qualifications

• Experience in financial planning or wealth management is essential.
• Ability to manage multiple priorities in a fast-paced environment.
• Knowledge of UK financial regulations such as FCA and GDPR.

Responsibilities

• Manage and develop a team of sales support staff.
• Ensure compliance and excellent client service.
• Oversee financial transactions and audits.

Skills

Proven leadership or supervisory experience

Strong organisational skills

Excellent communication skills

Solutions-focused approach

Strong problem-solving skills

Education

Certificate in Financial Administration or Life and Pensions

Tools

Microsoft Office

CRM/provider platforms

Job description

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.

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.

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).

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, 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.
• Work in a role that combines people management, technical expertise, and client-focused service delivery.

If you are a motivated, organised, and client-focused leader with a background in financial planning support, this is a fantastic opportunity to make a difference and drive your team s success.

Apply today in Word format and take the next step in your career!

For your information:

Interested? Please send your CV in as a Word format only. Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship). Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.

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