Electrical Supervisor jobs in United States

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.

• 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.

• 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).

• 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!

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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