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 45000 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 Youll 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).