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Client Support Team Leader

  • Sussex
  • Permanent
  • £45,000

Job details.

Are you a natural leader with a passion for fostering collaboration and driving excellence? A leading Crawley-based independent financial services firm is seeking a Client Support Team Manager to lead their CSA team.


  • Lead and manage the CSA team to ensure efficient operations and delivery of exceptional client service
  • Provide initial training and ongoing learning opportunities for team members
  • Drive best practices through activity monitoring and workflow reporting
  • Monitor and maintain accuracy of client data through regular reporting
  • Prepare regular management reports and oversee delivery of service proposition within agreed service levels
  • Review accuracy of fees across the client base and understand/support the team's use of various systems


  • Strong leadership skills with a collaborative approach
  • Excellent interpersonal skills to build trust with team members and clients
  • Exceptional written and verbal communication skills
  • Ability to analyse and interpret data to diagnose challenges and create effective strategies
  • Tactful, trustworthy, and able to maintain confidentiality
  • Proficiency in various software applications including MS Office, Adviser Office, FinaMetrica, Voyant, etc.
  • Ability to work independently, set and manage goals, and prioritize tasks effectively

What They Offer:

  • Competitive base salary to £45,000 commensurate with education and experience
  • Pension and insurance benefits

Join a dynamic and ambitious team with over 20 years of experience in the financial industry. This firm is committed to integrity, professionalism, and continuous growth. Ranked among the top financial planning businesses in the UK, this is an opportunity to be part of an energetic and supportive environment. If you're ready for a challenge and have a strong work ethic, apply now to be considered for this exciting role.


  1. Financial Services

Joseph Gorman

Managing Consultant

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