Clayton Davies is seeking a Client Review Team Leader to oversee a small team of report writers delivering annual review documents for Financial Advisers. This home-based role combines people management with hands-on report writing and liaison with advisers and providers.
You will lead, coach and develop the team, manage workloads and SLAs, and contribute to continuous improvement of the client review process.
#J-18808-Ljbffr
Remote Client Review Team Lead — Financial Planning Reports 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.
