Clayton Davies in the United Kingdom is seeking a Client Review Team Leader to oversee a small dedicated team delivering annual review support to Financial Advisers. This hands-on role combines people management with producing high-quality review reports and packs, while liaising with advisers and providers.
You will lead performance reviews, handle complex cases, and drive process improvements to maintain an exceptional client service.
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Client Review Team Lead for Financial Advisers (Home Based) in Manchester 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.
