Client Reporting Team Lead, Wealth Management

A leading independent financial advisory firm in the UK seeks a Client Reporting Team Supervisor to oversee the administration of client reporting processes. This full-time role involves managing the accuracy of annual valuation reports and quarterly transactional reports while supervising a team. Ideal candidates will have extensive team management experience in financial services, a solid understanding of investment products, and proficiency in Microsoft Office tools.

Join a collaborative team with flexible working options and a focus on professional development.
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