Key Responsibilities:
- Support senior team members with day-to-day client engagement delivery
- Deliver high-quality work as part of the engagement team
- Build strong stakeholder relationships and manage communication effectively
- Review documents, financial models, and perform regulatory gap analyses
- Conduct client interviews and process walkthroughs
- Draft client reports with clear, actionable recommendations
- Present findings and recommendations directly to clients
- Interpret and communicate regulatory requirements to both internal teams and clients
- Oversee parts of the engagement lifecycle, including budgets and resource planning
- Assist in creating proposals and tender documents to win new business
- Contribute to building the firm’s brand through market research and new service offerings
- Develop content for pitches, events, and thought leadership publications
- Identify opportunities for publishing insights and support in content creation
Experience in one or more key sectors:
- Banking (including building societies)
- Wealth & Asset Management
- Insurance (general, life, or brokers)
- Prudential regulatory frameworks, handbooks, and legislation
- How governance, controls, and risk processes are applied within financial institutions
- Familiarity with regulatory bodies, their mandates, and operational focus
- 2+ years’ experience in a professional services environment advising on prudential matters
- Progressing toward or already holding a professional qualification such as ACA, ACCA, CIA, FRM