Clayton Davies is seeking a Client Review Team Leader for a home-based role within a growing IFA firm. You will oversee a small team responsible for delivering high-quality annual review support to Financial Advisers, combining people management with hands-on report writing to ensure clients receive an exceptional ongoing service.
You’ll lead the team, manage workloads and SLAs, conduct regular 1-2-1s and coaching, handle complex review cases and technical queries, produce annual review
#J-18808-Ljbffr
Remote Client Review Team Lead - Reports & Coaching in Hemel Hempstead 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.
