Client Review Team Leader
Home Based
Competitive Salary
Our client is a growing IFA firm who are looking for a Client Review Team Leader to oversee a small team responsible for delivering high-quality annual review support to Financial Advisers. This is a hands-on position where you'll combine people management with technical report writing, helping ensure clients receive an exceptional ongoing service.
You'll lead a small team while continuing to play an active role in producing annual review suitability reports, creating client review packs and liaising with product providers and advisers.
Role & Responsibilities:
- Leading, mentoring and developing a team of report writers.
- Managing workloads and service level agreements.
- Conducting regular 1-2-1s, performance reviews and coaching sessions.
- Handling complex review cases and technical queries.
- Producing annual review suitability reports and client review documentation.
- Preparing pre-review packs for advisers.
- Building strong relationships with advisers and providers.
- Producing management information and performance reporting.
- Supporting process improvements and team development initiatives
Do you have the following to apply?
- Experience writing suitability reports and client review documentation.
- A strong understanding of financial planning processes.
- Level 4 Diploma qualifications (or progress towards them) would be advantageous
Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted.
Clayton Davies is acting as an employment agency on behalf of our client.
Client Review Team Leader in Stoke-on-Trent 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.
