Clayton Davies is recruiting a Client Review Team Leader to oversee a small team delivering high-quality annual review support to Financial Advisers. This is a hands-on role combining people management with technical report writing to ensure clients receive exceptional ongoing service.
You will lead and develop the team, manage workloads and SLAs, conduct regular 1-2-1s, handle complex review cases and produce annual review suitability reports and client review packs, while building strong
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Remote Client Review Team Lead 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.
