Compliance and Reporting Officer

3 days ago


Manchester, United Kingdom IDEX Consulting Full time
Role Overview

We are looking for a Compliance and Reporting Officer to join our team at IDEX Consulting in Manchester. As a key contributor to our financial advisory business, you will play a vital role in ensuring the accuracy and quality of our client reports.

Main Responsibilities:
  • Reviewing and verifying client data for accuracy and completeness.
  • Preparing and submitting compliant client reports and presentations.
  • Collaborating with financial planners to address any queries or concerns.
  • Maintaining up-to-date records and adhering to regulatory requirements.
  • Participating in internal reviews and quality assurance processes.
Requirements:
  • Excellent knowledge of compliance regulations and industry standards.
  • Strong analytical and problem-solving skills for accurate reporting.
  • Excellent communication and interpersonal skills for effective collaboration.
  • A good understanding of the financial planning process and industry landscape.
  • Strong organizational and time management skills.

Estimated salary: £44,000 - £64,000 per annum.


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