About this role
A core focus is the development of high‑quality management information (MI) and insights to inform decision‑making, support performance oversight, and enable sustainable business growth. Through strong stakeholder engagement and a deep understanding of the Wealth Management landscape, the individual will help ensure that remuneration structures remain robust, transparent, and strategically aligned.
Key Responsibilities
- Oversee the accuracy, completeness, and timely delivery of Wealth Manager remuneration statements and payments.
- Ensure that remuneration and revenue accounting entries in the general ledger are accurate, compliant with agreed terms, and appropriately controlled.
- Support the implementation of tactical remuneration design changes, ensuring operational robustness, smooth transition into BAU processes, and contribution to long‑term strategic development.
- Work closely with the month‑end reporting team to ensure that Wealth Manager remuneration allocations are posted accurately.
- Contribute to the development and implementation of new group affiliation options, including designing and calculating remuneration structures, communication to Wealth Managers, accounting treatment, and MI reporting.
- Proactively identify, investigate, and resolve issues relating to data, processes, or controls—escalating risks appropriately and driving sustainable solutions.
- Act as an internal consultant, providing financial and commercial insight to support forecasting, scenario analysis, and strategic decision‑making relating to remuneration and revenue.
- Collaborate with Finance sub‑teams to enhance reporting, MI delivery, and system capabilities across tools such as CODA, TM1, and Tableau.
- Influence and contribute to ongoing systems and reporting development, including enhancements across TM1, CODA, Excel-based tooling, and downstream MI processes.
Qualifications & Experience
- A recognised professional qualification (ACA, ACCA, CIMA or equivalent), with approximately 3 years of post‑qualification experience.
- Proven experience in a remuneration, revenue, or financial control role—ideally within Wealth or Asset Management.
- Strong experience producing meaningful management information, analysis, and insight beyond transactional reporting.
Knowledge & Skills
- Advanced Microsoft Excel skills and strong written communication abilities.
- Experience with TM1 and CODA is beneficial but not essential.
- Highly analytical, with a logical and structured approach to problem‑solving.
- Ability to interpret complex data and communicate insights clearly to both technical and non‑technical stakeholders.
- Proactive and curious mindset, with the confidence to challenge, improve, and simplify existing processes.
- Strong stakeholder engagement and interpersonal skills, with the ability to build positive, collaborative relationships at all levels.