Clayton Davies is seeking a Client Review Team Leader for a home-based role in the UK. You will oversee a small team, combine people management with hands-on report writing, and ensure high-quality annual review support for Financial Advisers.
You will lead the team while continuing to produce annual review reports, review packs and liaise with advisers and providers to maintain exceptional service levels.
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Home-Based Client Review Team Lead - Reports & Mentoring in Guildford 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.
