Job Description
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Our client is a growing IFA firm who are looking for a Client Review Team Leader to oversee a small team responsible for delivering high-quality annual review support to Financial Advisers. This is a hands-on position where you'll combine people management with technical report writing, helping ensure clients receive an exceptional ongoing service
You'll lead a small team while continuing to play an active role in producing annual review suitability reports, creating client review packs and liaising with product providers and advisers.
Role & Responsibilities:
- Leading, mentoring and developing a team of report writers.
- Managing workloads and service level agreements.
- Conducting regular 1-2-1s, performance reviews and coaching sessions.
- Handling complex review cases and technical queries.
- Producing annual review suitability reports and client review documentation.
- Preparing pre-review packs for advisers.
- Building strong relationships with advisers and providers.
- Producing management information and performance reporting.
- Supporting process improvements and team development initiatives
Do you have the following to apply?
- Experience writing suitability reports and client review documentation.
- A strong understanding of financial planning processes.
- Level 4 Diploma qualifications (or progress towards them) would be advantageous
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Client Review Team Leader in Plymouth employer: Clayton Davies Ltd
Join a dynamic and supportive team at our client's established financial advice business, where your role as an IFA Administrator will be pivotal in delivering exceptional client service. With a strong focus on professional development, the company fosters a collaborative work culture that encourages growth and innovation, all while ensuring compliance and high standards are met. Located in a thriving area, employees benefit from a vibrant work environment and opportunities to enhance their skills in the financial sector.
