Clayton Davies client is a growing IFA firm seeking a Client Review Team Leader to oversee a small team delivering high-quality annual review support to Financial Advisers. This is a hands-on role combining people management with technical report writing to help ensure clients receive an exceptional ongoing service.
You’ll lead a small team while continuing to produce annual review suitability reports, create client review packs, and liaise with product providers and advisers.
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Remote Client Review Team Lead - Reports & Mentoring in Chesterfield 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.
