Client Review Team Leader
Home Based
Competitive Salary
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
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Client Review Team Leader in Coalville 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.
