The Company:
*Leading UK Wealth Manager with strong scale
*Reputation for long-term client relationships
*Growing and evolving business - one of the top wealth managers in the UK market
What they offer:
*Hybrid working
*Opportunity to lead a large team to success
*Focus on continuous improvement
*Able to buy and sell holidays
*Excellent pension and health care scheme
The Role:
*Leading and supporting the Client Reporting team of 12, ensuring work is delivered to a high standard and within agreed timelines
*Overseeing the creation, validation and distribution of client reporting materials
*Ensuring reporting outputs meet regulatory and disclosure requirements
*Coordinating specialist reporting for high-net-worth clients and regulatory data submissions
*Producing and reviewing management information and performance metrics to monitor service delivery
*Driving improvements to process efficiency, quality and client experience
*Working closely with stakeholders across the business to manage priorities and expectations
*Maintaining strong operational controls, governance and resilience within the function
*Supporting the ongoing development and performance of team members
The ideal candidate:
*Strong leadership skills and background in people management (minimum of 3 years)
*Wealth and Investments background
*IOC qualification preferred but not essential
*Excellent stakeholder management
*Ability to work well in a pressurised environment