Financial Services Operations Manager

  • Ref: EHX90203
  • Industry: Financial Services
  • Categories: Wealth & Investment Management
  • Location:
    Liverpool
  • Salary:
    £Competitive
  • 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:

  • 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
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