Clayton Davies is seeking a Client Review Team Leader to oversee a small team responsible for delivering high-quality annual review support to Financial Advisers. This is a home-based role combining people management with hands-on report writing.
You will lead, mentor, manage workloads, conduct 1-2-1s, handle complex cases, and produce annual review suitability reports and client review documentation, while building strong relationships with advisers and providers.
#J-18808-Ljbffr
Remote Client Review Team Lead & Report Writer 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.
