Clayton Davies is seeking a hands-on Client Review Team Leader to oversee a small team and deliver high-quality annual review support to Financial Advisers. You will lead, mentor and actively contribute to producing annual review reports and client documentation, while liaising with providers and advisers.
The role combines people management with technical report writing and a focus on delivering exceptional ongoing service to clients.
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Client Review Team Lead - Financial Planning & Reports 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.
