Clayton Davies is seeking a Client Review Team Leader for a home-based role in the UK. You will oversee a small team, produce annual review reports and liaise with advisers and providers to ensure high-quality service.
This hands-on leadership position combines people management with technical report writing and client documentation. Experience in suitability reporting and financial planning is essential.
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Remote Client Review Team Lead - Reports & Coaching in Plymouth 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.
