https://jobs.co.uk/job/client-service-team-leader-capio-recruitment-financial-planning--4422105e-4c1e-4b3d-adc0-416f3980d2ff RSS feed for Client Service Team Leader at Capio Recruitment Financial Planning. en-gb Wed, 09 Sep 2026 19:55:09 GMT https://jobs.co.uk/job/client-service-team-leader-capio-recruitment-financial-planning--4422105e-4c1e-4b3d-adc0-416f3980d2ff https://jobs.co.uk/job/client-service-team-leader-capio-recruitment-financial-planning--4422105e-4c1e-4b3d-adc0-416f3980d2ff Wed, 09 Sep 2026 11:54:02 GMT Location: London | Salary: 55000.00-55000.00 Annual | Type: Permanent | Client Service Team Leader - Wealth Management London £55,000-£65,000 + Up to 12% Bonus A growing Chartered financial planning firm is looking for an experienced Team Leader to manage its expanding Client Service Team. The team has grown from four to nine people following several acquisitions. The business now needs an established people manager who can provide structure, oversee workloads and help team members deliver a consistently high standard of support to Financial Planners, Paraplanners and their clients. This is a hands-on leadership position combining people management, workflow oversight and operational improvement. The role You will take responsibility for the day-to-day performance and development of the Client Service Team. Your responsibilities will include: Managing and supporting a team of Client Service Associates Allocating work and overseeing team capacity Monitoring workloads, deadlines and service standards Conducting regular one-to-one meetings and team check-ins Managing appraisals and individual development plans Supporting the training and development of team members Identifying performance issues and addressing them constructively Ensuring client servicin... Permanent