Clayton Davies is seeking a Client Review Team Leader for a home-based role. You will oversee a small team delivering annual review support to Financial Advisers while also producing annual review suitability reports and client review packs.
You will manage workloads, conduct performance reviews, and handle complex queries, liaising with advisers and providers to maintain exceptional service levels.
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Client Review Team Lead – Home Based in Watford 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.
