Clayton Davies in the United Kingdom is seeking a Client Review Team Leader for a home-based role with a growing IFA firm. You will lead a small team of report writers, balance people management with hands-on report writing, and ensure high-quality annual review outcomes for Financial Advisers.
You’ll produce annual review suitability reports, prepare pre-review packs, liaise with product providers, and drive process improvements while developing the team through coaching and 1-2-1s.
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Remote 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.
