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Permanent

Client Services Team Leader

Caterham
money-bag 45000.00-45000.00 Annual
3006457939
Posted Today

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 ..... full job details .....

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