Client Review Team Leader
Clayton Davies Ltd
PlymouthOn-sitefull timePosted 1mo agoEarly applicant likely
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HOME BASED 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 rev...
About Clayton Davies Ltd
Clayton Davies Ltd recruits for financial services firms - specifically independent financial adviser businesses that provide financial planning and wealth management services to UK clients. The excerpts show they hire for compliance and training roles within these organizations.
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