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Posted about 1 year ago

Join an inclusive and diverse workforce within a highly regarded, global wealth management business, where collaboration is key and everyone’s opinions, perspectives and dedication play a key role in contributing to the success of this organisation.

Being part of the business risk and regulatory management team, you will primarily assist with tax reporting, however a flexible approach and willingness to learn other departmental tasks is also important, as you will also be asked to support the rest of the team.

Responsibilities will include:

  • Reviewing and processing CRS, FATCA and cross board tax documentation 

  • Providing support to Client Advisors with documentation management 

  • Ensuring client classifications are accurately recorded on the system 

  • Undertaking timely and accurate CRS and FATCA reporting 

  • Contributing to the effective implementation of task risk controls and improvements

Experience and skills required:

  • Previous experience and good technical understanding of CRS and FATCA reporting requirements gained in a banking, securities or client onboarding role

  • Methodical and solution orientated way of thinking 

  • Familiar with procedure documentation and/or process improvement 

  • Highly motivated, proactive and a strong team player 

  • Excellent prioritisation and multi-tasking skills 

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.