Client Services Team Leader

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).

YourRecruit – Where Talent Meets Opportunity

Our journey began in 1994 when Nicola Sales had a bold vision : to create a recruitment agency that not only excels in finding the best talent but also makes work enjoyable for the team. Despite the challenges of meeting tough targets, we set out to ensure that each day at YourRecruit is as rewarding as the last.

At YourRecruit, we’re dedicated to helping you find your perfect career match. No matter your industry, we use our extensive expertise to connect you with the ideal role. Our streamlined approach simplifies your job search, guiding you seamlessly from exploration to landing your next exciting opportunity.

Ready to take the leap? Explore the latest job openings and discover where your talent truly belongs.