Client Services Team Leader

YOURRECRUIT LIMITED; Tandridge; On-site; Confidential; Full time

Job summary

A leading financial services organization is seeking a skilled Client Services Team Leader to manage a dynamic team in Tandridge. This role involves overseeing operations, ensuring compliance, and fostering a high-performance culture. The ideal candidate will have strong leadership experience in financial planning, excellent organizational skills, and a focus on client satisfaction. A competitive salary of up to £45,000 and various benefits are offered.

Benefits

27 days holiday

Group pension matched at 5%

Private medical insurance

Discounted gym membership

Team lunches and events

Qualifications

• Proven leadership or supervisory experience within financial planning or wealth management.
• Strong organizational and communication skills with the ability to manage multiple priorities.
• Knowledge of financial services administration and UK regulations.

Responsibilities

• Act as the first point of contact for your team providing guidance.
• Oversee workloads to ensure tasks are completed to the highest standard.
• Manage financial transactions including payments and transfers.
• Conduct regular audits for compliance and data accuracy.
• Build and maintain strong relationships with advisers, clients, and providers.

Skills

Leadership

Organizational skills

Communication skills

Problem-solving

Knowledge of UK regulations

Education

Certificate in Financial Administration

Life and Pensions qualification

Tools

Microsoft Office

CRM/platforms

Job description

Overview

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, other 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.

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).