⭐️ 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
Client Review Team Leader in Essex 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.
