Clayton Davies is seeking a Client Review Team Leader to oversee a small team delivering high-quality annual review support to Financial Advisers. This hands-on role combines people management with technical report writing to ensure clients receive an exceptional ongoing service.
You will lead by example in producing annual review suitability reports, creating client review packs, and liaising with product providers and advisers, while driving process improvements and ensuring SLAs are met.
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Remote Client Review Team Lead & Report Writer in Bolton employer: Clayton Davies
As a growing IFA firm, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee development and collaboration. Our home-based model offers flexibility while ensuring our Client Review Team Leader can lead a dedicated team in delivering exceptional service to clients, with opportunities for professional growth through mentoring and hands-on involvement in technical report writing. Join us to be part of a culture that values innovation, teamwork, and the pursuit of excellence in financial advisory services.
