Morningstar Offices

Provide inbound telephone and email support to global financial advisers using the Morningstar Wealth Platform. Resolve platform, investment, and tax-wrapper queries; develop subject-matter expertise; analyze adviser usage; deliver guidance and training; capture feedback; and collaborate with international teams to improve client experience. The role requires financial services experience, strong communication, sound judgment, problem-solving ability, and familiarity with investment platforms, ISAs, SIPPs, Excel, and multiple systems.

Lead adoption of Morningstar Index products with asset owners and consultants by building relationships, generating mandates, presenting competitive value, coordinating events, and collaborating with internal teams to drive benchmark and mandate wins.

Lead accounting and financial reporting for UK, Middle East and Africa operations. Manage month-end close, audits, statutory/FCA filings, SOX/internal controls, forecasting, budgeting, and financial analysis. Build and mentor the local finance team, drive system and process improvements, support M&A and transformation projects, coordinate external advisers, and provide commercial finance partnership to regional business leaders.