Contract: Full Time
Location: London (Hybrid)
Reports to: Advisory & Reporting Director
Role Purpose
The Senior Consultant, Reporting is the day-to-day lead advisor on a defined portfolio of reporting and investor communications clients. They are accountable for the quality of advice given to those clients, for the development of the Reporting Consultants they oversee, and for a defined contribution to new business.
Role Scope
- Build direct relationships with clients and act as trusted
- Senior role within Reporting, reporting to the Reporting
- Day-to-day lead on a portfolio of clients (typical range: 6–8 lead clients, with support roles on others — exact allocation agreed annually with the Director).
- Oversight of Reporting Consultants, including review of their client-facing work and input to their development.
- Contribution to new business through pitch leadership, cross-sell on existing accounts, and named-prospect research.
Key Responsibilities
Reporting Strategy & Delivery
- Lead the development of each portfolio client’s corporate reporting and investor communications, in line with regulation, relevant frameworks, and changing market conditions.
- Review client annual reports and wider investor communications and provide recommendations for improvement.
- Respond to client queries on legislative and regulatory provisions, providing advice within own authority and escalating where
- Respond to ad-hoc client requests within the scope of their reporting
- Review and sign off the work of Reporting Consultants on portfolio clients before client delivery.
Regulatory and Framework Coverage
The Senior Consultant is expected to advise confidently on:
- UK Corporate Governance Code and FRC annual review
- UK narrative reporting requirements
- Listing Rules and DTRs relevant to periodic
- TCFD-aligned disclosures and the transition to ISSB-based reporting (IFRS S1/S2) as adopted in the relevant jurisdiction.
- CSRD/ESRS for clients with EU exposure, including the current state of the Omnibus changes.
- Voluntary frameworks
- Depth on each varies; the Senior Consultant is expected to know what they don’t know and to flag development needs through the annual planning process rather than work around them.
Use of AI
- Use AI tools as part of day-to-day consultancy work to improve the quality and efficiency of client delivery.
- Stay current on how AI is developing in the reporting and advisory space, and bring relevant applications into the team.
New Business
- Provide strategic input to pitches, RFIs and RFPs; lead pitch brainstorming and present to prospective clients.
- Lead new business calls for the team, with structured advice and
- Cross-sell and up-sell on existing
- Conduct preliminary research on named prospects, including ownership, corporate objectives, and current reporting
Client Leadership & Growth
- Build trusted relationships with the day-to-day client contacts on portfolio accounts.
- Identify opportunities to deepen the firm’s role on existing
- Attend pitches and client
People Development
- Provide technical oversight, review, and coaching to Reporting Consultants on the portfolio.
- Input to Consultants’ development plans and performance reviews, with the Director.
- Lead Lunch & Learns and knowledge-sharing sessions for the wider agency on relevant and emerging topics.
Information Handling and Professional Standards
- Handle market-sensitive and inside information in accordance with the firm’s information barriers and MAR-related procedures.
- Complete conflicts checks at the point of new client or new matter
- Maintain confidentiality of client information including ahead of results announcements.
Competency Framework
Strategic Reporting Expertise
- Applies well-rounded knowledge of narrative and sustainability reporting standards, including emerging frameworks and guidance, to meet client expectations.
- Synthesises complex regulatory and market information into clear, actionable recommendations.
- Anticipates regulatory and market developments and advises clients on the adjustments they need to make.
- Leads strategy projects on portfolio clients with substantial autonomy. Brings the Director in early on novel, complex, or higher-risk matters as set out under escalation.
Client Influence
- Builds credibility with day-to-day client contacts and is sought out for advice.
- Communicates recommendations clearly in writing and in client
- Handles difficult client conversations — including delivering unwelcome views — professionally and with composure.
Commercial Awareness
- Identifies and acts on cross-sell opportunities within the
- Provides strategic input to pitches and presents convincingly to
- Manages own time against utilisation and portfolio
Collaboration & Mentorship
- Reviews Reporting Consultants’ work constructively and develops their judgement, not just their output.
- Recognises when colleagues are struggling and offers help or escalates appropriately.
- Engages and collaborates with other teams on joint clients, new business, and marketing initiatives.
Professionalism & Impact
- Maintains the firm’s standards on confidentiality, conflicts, and the handling of inside information.
- Stays current on the regulatory landscape through structured CPD and active participation in industry forums.
- Represents the firm credibly at industry events and in external
If this role is of interest to you, get in touch.