At a Glance
- Tasks: Lead a team to deliver top-notch annual review support and write suitability reports.
- Company: Clayton Davies, a forward-thinking financial planning firm.
- Benefits: Competitive salary, flexible remote work, and career advancement opportunities.
- Other info: Join a dynamic team focused on delivering exceptional client service.
- Why this job: Make a real difference in financial planning while developing your leadership skills.
- Qualifications: Experience in financial planning and strong team management abilities.
The predicted salary is between 38250 - 46750 £ per year.
Clayton Davies is seeking a Client Review Team Leader for a home-based role with a competitive salary.
You will oversee a small team responsible for delivering high-quality annual review support to Financial Advisers, combining people management with hands-on report writing.
You’ll lead the team while continuing to produce annual review suitability reports, create client review packs and liaise with product providers and advisers, ensuring outstanding service.
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Remote Client Review Team 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.
