More jobs:
Client Review Team Lead - Financial Planning & Reports
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-09-01
Listing for:
Clayton Davies
Full Time
position Listed on 2026-09-01
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Clayton Davies is seeking a hands-on Client Review Team Leader to oversee a small team and deliver high-quality annual review support to Financial Advisers. You will lead, mentor and actively contribute to producing annual review reports and client documentation, while liaising with providers and advisers.
The role combines people management with technical report writing and a focus on delivering exceptional ongoing service to clients.
#J-18808-LjbffrNote that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×