Clayton Davies is seeking a Client Review Team Leader to oversee a small team delivering annual review support to Financial Advisers. This home-based role combines people management with hands-on report writing to ensure exceptional client service.
You will lead the team while actively producing annual review suitability reports, creating client review packs, and liaising with advisers and providers. This is a hands-on leadership position demanding financial planning knowledge.
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Remote Client Review Lead – Financial Planning 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.
