* Categories: Wealth & Investment Management
* Location: Liverpool
* Type: Permanent
About the Role
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:
* 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
* Ability to work well in a pressurised environment
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