Duration: 6-9 months initially
Engagement: Via Umbrella Company
Location: Glasgow (2 days per week onsite)
Rate: up to £700 per day (although possibly negotiable for the right candidate)
Project Lead - Annual Statement Compliance - Wealth & Life Products
We're seeking an experienced Project Lead to take ownership of the end-to-end production and delivery of FCA-compliant annual statements for UK wealth and life products.
This is a high-impact, 6-9 month initial engagement requiring strong regulatory judgement, cross-functional leadership, and proven experience delivering regulated financial customer communications aligned to the Financial Conduct Authority framework.
Role Overview
As Project Lead, you will drive the annual statement improvement project, ensuring full alignment with:
- FCA Consumer Duty
- FCA Handbook (including COBS disclosure expectations)
- UK regulatory requirements for clear, fair and not misleading communications
You will lead the full lifecycle - from regulatory interpretation and content drafting through to data mapping, build oversight, testing, governance approvals, and deployment - ensuring statements are accurate, compliant, and customer-centric.
Working alongside the Project Manager and Business Analyst, you will provide subject-matter leadership across Compliance, Product, Actuarial, Operations, and Senior Leadership stakeholders, ensuring timely approvals and zero critical defects at launch.
Key Skills & Experience Required
- Proven experience producing regulated UK financial communications (pensions, life insurance, investments or wealth products)
- Strong working knowledge of FCA Consumer Duty and FCA Handbook expectations
- Experience supporting FCA evidential requirements for regulatory review
- Demonstrable stakeholder management within SMCR-aligned governance environments
- Strong regulatory interpretation and judgement capability
- Ability to simplify complex wealth/life disclosures into clear customer communications
- Governance discipline with robust documentation and control oversight
- Experience leading cross-functional delivery across business and technical teams
- Strong oversight of data mapping, calculation logic and testing processes
If you have the requisite skills and experience, can work 2 days each week in Glasgow and are interested in learning more, please apply immediately!
Head Resourcing is committed to being an inclusive business where diversity is valued and celebrated. Diversity to us, includes but is not limited to educational background, socio-economic background, neurodiversity, age, marriage and civil partnership status, veteran status, gender, gender identity, gender reassignment, sexual orientation, disability, religion or belief, race and ethnicity. As such we welcome enquiries and applications from everyone. We will be happy discuss with you any workplace adjustments you need in order to be at your best during the recruitment process.
