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Posted 23 days ago

Provide and promote a superior client experience for new clients/investors in a rapidly growing multi-jurisdictional organisation, during this 6 month contract.

This is a great career opportunity to gain experience within a company with an inclusive and supportive culture, supporting the onboarding and data management of the client/investor lifecycle.

You will also be responsible for performing regular periodic reviews on behalf of corporate, real estate and fund clients within the business.

Responsibilities will include:

  • Conducting statutory periodic reviews​

  • Performing risk assessments on clients​

  • Liaising with client teams on pre-periodic checklists​

  • Providing updates on the progress of reviews ​

  • Assisting with queries​

Experience and skills required:

  • Previous experience in a similar role, including experience running own portfolio​

  • Hold a relevant professional qualification​

  • Good knowledge and understanding of the current local finance industry ​

  • Ability to manage and prioritise deadlines​

  • High level of accuracy and attention to detail​

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.