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