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Posted about 1 month ago

Join a leading multi-jurisdictional financial services provider on a 6 month contract basis, providing support to the client operations team with periodic reviews.

This is an exciting opportunity to gain experience working alongside leaders in the industry, who bring together a varied mix of skills and expertise, whilst enjoying a productive professional life with full support throughout the duration of the contract.

Responsibilities will include:

  • Conducting periodic reviews on institutional clients 

  • Performing risk assessments on institutional clients 

  • Reporting weekly on the progress of periodic reviews and highlighting any deviances from the project in terms of completion and timings 

  • Liaising with client teams on pre-periodic reviews checklists  

  • Raising any outstanding periodic review points for completion by client teams 

Experience and skills required:

  • Minimum 4 years’ relevant industry experience, including experience completing periodic reviews

  • Hold a relevant Table 5 professional qualification 

  • Good knowledge and understanding of current local finance industry legislation, regulatory requirements and working practices

  • Proactive and disciplined approach to tasks 

  • Strong commitment to delivering client service excellence 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.