Company: Marshall Moore Recruitment Limited
Location: Liverpool
Job Description:
The Company:
If your skills, experience, and qualifications match those in this job overview, do not delay your application.
- 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
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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
…
Posted: April 6th, 2026