Clayton Davies is seeking a Client Review Team Leader for a home-based role in the United Kingdom. You will manage a small team of report writers while actively producing annual review suitability reports and client review packs for Financial Advisers.
You will mentor staff, manage workloads to SLAs, and handle complex technical queries to ensure high-quality service and ongoing client satisfaction.
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Remote Client Review Team Lead – Financial Advisers 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.
