Client Services Team Leader
| Posting date: | 30 September 2025 |
|---|---|
| Salary: | £45,000 per year |
| Hours: | Full time |
| Closing date: | 30 October 2025 |
| Location: | Caterham, Surrey |
| Remote working: | On-site only |
| Company: | YOURRECRUIT LIMITED · 07364602 |
| Job type: | Permanent |
| Job reference: | LH18662 |
Summary
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, 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.
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!
LH18662
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.
Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.
To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website for information on common scams and to get free, expert advice for a safer job search.
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, 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.
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!
LH18662
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.
Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.
To stay safe in your job search we recommend that you visit JobsAware, a non-profit, joint industry and law enforcement organisation working to combat job scams. Visit the JobsAware website for information on common scams and to get free, expert advice for a safer job search.