Financial Services Manager (Can be based in Glasgow or Dundee)

About the Client

The client represented is a multi-asset servicing specialist with local expertise in 35 markets and is covering 90 markets Internationally. This extensive network creates a high level of client care as the beneficial local knowledge provides connectivity clients need to navigate change in a fast-moving world.

They are known to provide one of the best reputations in the Financial Services market with regards to work-life balance and have over 10,380 employees of more than 100 nationalities.

The Team

The department is comprised of a number of different functions responsible for Daily net Asset Value Production, Taxation, effective yield accounting and for statuary and financial statements reporting services for a range of clients,

The team within the UK act as the guardians of all UK Accounts responsible for the NAV control framework to ensure timeliness and accuracy of external NAV series delivery to all UK clients.

The Role

  • As a strong people manager, build a high performing team through an open feedback culture
  • To lead and develop the team, ensuring all internal and external client commitments are met.
  • To drive forward the evolution of the Financial Reporting operating model for Investment Trust clients.
  • To drive continuous improvement and innovation within Financial Reporting processes with a specific focus on automation.
  • As part of the Financial Reporting leadership team, support the definition and implementation of the target operating model and structure within Financial Reporting as well as future strategies within UK Fund Services.
  • The Responsibilities


  • Line management of direct reports
  • To ensure resources and skills deployed are utilised to their full potential.
  • Lead cross function and location collaboration to share best practice with Financial Reporting.
  • Foster a culture that engages, supports and recognises employees to drive success
  • Deliver a rigorous performance management process
  • Attract & on-board diverse talent at all levels leveraging upon pipeline talent programmes and internal mobility
  • Optimise talent development & ensure succession plans are in place for all key positions
  • Oversee the T&C regime and ensure adherence to company policy
  • Adhere to HR polices and guidelines

Operational Excellence, Risk and Control

  • Oversight for ensuring all client KPI's and service delivery commitments are being met.
  • Ensure understanding and compliance with client Service Level Agreements and internal delivery deadlines.
  • Responsible for ensuring client and internal change is implemented with no detrimental impact to client service delivery.
  • Proactively review team processes to drive continuous improvement and efficiency's whilst also mitigating risks.
  • Embed a strong risk and control culture within the team and adhere to the risk management framework.
  • Regularly assess risks within the team and ensure controls are working effectively, minimising control failings and corresponding actions.
  • Responsible for ensuring complete, accurate and timely error reporting ensuring preventative actions are suitably implemented.
  • Closure of actions following incidents, audits and reviews.
  • Management of the business continuity plan ensuring familiarisation within the team.
  • Responsibility for team efficiency, productivity and capacity management.

Risk-Aware Entrepreneurship

  • Develop internal and external client and stakeholder relationships.
  • Management point of contact for clients, auditors, trustees, custodians and other departments
  • Plan and manage client and auditor visits.
  • Oversight of team service delivery. Managing the planning and tracing of deliverables internally and externally.
  • Ensure corrective and preventative actions are implemented where deadlines and quality standards are at risk.
  • Responsibility for performance and KPI reporting.

Budget Management

  • Ensure expenditure is within budget and authorising limits unless approved otherwise.
  • Manager Responsibilities
  • This function is assuming people management responsibilities for the team with support of technical SMEs in running the day to day technical reviews.
  • Responsible for delivery of regular 1:1s, managing the appraisal process, contributing to the quarterly talent review and setting goals/objectives for the department.
  • The function will be responsible for helping deliver the strategic direction of the department, partnering with the technical operational specialists.


The Requirements


  • Strong leadership and management skills and experience.
  • Ability to lead and motivate a large team and balance directive and supportive leadership styles.
  • Effective communicator and ability to articulate complex issues effectively to senior management.
  • Stakeholder management skills and client management experience.
  • Exceptional organisational skills: prioritising your workload, strong time management and planning skills.
  • Highly computer literate with excellent Word, Presentation and Excel skills essential.


  • Project management and/or business transformation experience.
  • Ability to work under pressure and meet regular tight deadlines.


  • Professional accounting qualification
  • Experience working in the Financial Services sector
  • Equal Opportunities