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Client Review Team Lead - Financial Planning & Reports

Job in Plymouth, Devon, PL2, England, UK
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.

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