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Excellent Benefits Package (see below for full details)
Hybrid working - partly from our offices in Birmingham, Amersham, London, or Salisbury, blended with home working.
We are Succession Wealth. From a start-up in 2009, we are now one of the leading independent financial planning and wealth management businesses in the UK and part of the Aviva Group. We have over 800 employees and 200 Wealth Planners providing services across the UK.
Due to our growth, we are seeking an experienced, capable, and forward-thinking individual for our Risk and Compliance Team.
The role
We are looking for a hands-on reporting and insights professional who enjoys working with data and engaging with senior stakeholders. Your focus will be delivering high-quality reporting and insights from the Risk and Compliance teams—creating, improving, and ensuring reports are decision-useful.
You will support the Director of Risk and CRO in developing, maintaining, and enhancing Risk and Compliance reporting—ensuring relevance, accuracy, and timeliness aligned with stakeholder needs. You will collaborate with internal teams to provide data-driven insights, analysis, and recommendations for senior management.
Daily responsibilities include
* Designing, building, and maintaining critical reports and dashboards.
* Owning Risk and Compliance MI, preparing reports for governance meetings, analyzing trends, and presenting actionable insights.
* Automating and improving reporting processes for efficiency and scalability.
* Monitoring key operational and risk metrics to identify trends and opportunities.
* Supporting the CRO in preparing meeting packs and discussions with stakeholders.
* Providing data, analysis, and insights to support decision-making across teams.
Requirements for success
* Proven experience in developing reports using Excel and Power BI.
* Experience in data analysis or insights roles within financial services, with exposure to risk, compliance, or regulatory reporting preferred.
* Ability to present data clearly to non-technical audiences, including senior leaders.
* Strong deadline management and accuracy skills.
* Hands-on approach to building, testing, and refining reports.
What we offer
A competitive salary with annual reviews and performance-based increases, plus a range of benefits including:
* 25+ days annual leave, bank holidays, and Christmas closure days.
* Generous pension scheme.
* Flexible working arrangements.
* Company sick pay, enhanced parental leave, and other health benefits.
* Discounts on Aviva products and other perks.
Our Wellbeing Committee supports colleagues' wellbeing through various initiatives, including mental health support, parental leave, and more.
We do not accept unsolicited CVs from agencies.
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