At a Glance
- Tasks: Support client acceptance processes and conduct due diligence for risk management.
- Company: Join Teneo, a leading financial advisory firm with a global reach.
- Benefits: Market-leading salary, 28 days leave, and extensive personal development opportunities.
- Other info: Enjoy a supportive culture with regular social and charitable activities.
- Why this job: Make a real impact in a dynamic team while developing your career.
- Qualifications: No prior experience needed; strong organisational and communication skills preferred.
The predicted salary is between 30000 - 40000 £ per year.
Your primary role will be to provide support in our client and engagement acceptance process, including performing conflict reviews and customer due diligence to ensure we have understood who Teneo will be providing services to from a risk and reputation standpoint, as well as compliance with our Anti-Money Laundering requirements for the regulated parts of Teneo’s business.
We will accept candidates with or without directly applicable experience and full training will be provided as required.
Location: The client and engagement acceptance team is primarily based in Cardiff. As the team also supports the business globally, the role will be required to work hours of 12:00 to 20:30 (GMT) including some England & Wales public or bank holidays where those days can be taken as additional annual leave (on other dates).
Key Responsibilities
- Performing customer due diligence research utilising online tools, software and sanctions checking solutions
- Reviewing new client and engagement requests, screening the related parties for sanctions, enforcements or other adverse matters prior to issuing conflict check, Anti-Money Laundering and Risk Assessment responses
- Supporting engagement teams with client and engagement acceptance
- Supporting the Quality and Risk Management team on other business critical projects and training
- Working effectively in an inclusive team culture where people are recognised for their contribution
Key Skills & Experience
- Ability to manage and take responsibility for your work
- Driving forward tasks on a number of projects in parallel
- Strong organisational and communication skills
- Experience of Microsoft Teams, Outlook and Excel preferable
What can we offer you?
New joiners are supported by an induction programme, training in the tools and processes for the analyst role, with continuous improvement and development achieved through a structured and tailored programme that suits your career development.
We offer a whole host of benefits and rewards, including:
- Market‑leading salary
- 28 days annual leave, with an option to purchase additional days
- An additional Inclusion Day leave
- Discretionary Bonus Scheme
- Pension Plan (with additional employee contribution options)
- Extensive investment in personal development & learning
- Enhanced maternity and paternity leave (dependent on length of service), with shared parental leave options
- Additional benefits and options including: Private medical insurance, Income protection, Life assurance, Cycle to work scheme
- Regular social, cultural and charitable activities
Associate Consultant, Financial Advisory employer: twentysix
Teneo is an exceptional employer that prioritises employee growth and development, offering a comprehensive induction programme and tailored training to support your career as an Associate Consultant in Financial Advisory. Located in Cardiff, the company fosters an inclusive work culture where contributions are valued, alongside a competitive benefits package that includes a market-leading salary, generous annual leave, and various health and wellness options, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Consultant, Financial Advisory
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching Teneo's values and recent projects. Show us that you’re genuinely interested in what we do and how you can contribute to our team.
✨Tip Number 3
Practice your answers to common interview questions, but keep it natural. We want to see your personality shine through, so don’t be afraid to let us know what makes you tick!
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re keen and ready to jump in.
We think you need these skills to ace Associate Consultant, Financial Advisory
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Associate Consultant role. Highlight any relevant skills or experiences that align with the job description, especially around customer due diligence and risk management.
Showcase Your Organisational Skills:Since strong organisational skills are key for this role, give examples in your application of how you've successfully managed multiple tasks or projects at once. We want to see how you can juggle responsibilities!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. We appreciate a well-structured application that’s easy to read and understand.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at twentysix
✨Know the Role Inside Out
Make sure you thoroughly understand the responsibilities of an Associate Consultant in Financial Advisory. Familiarise yourself with customer due diligence, conflict reviews, and Anti-Money Laundering requirements. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Organisational Skills
Since the job involves managing multiple projects simultaneously, be prepared to discuss how you prioritise tasks and stay organised. Share specific examples from your past experiences where you successfully juggled various responsibilities, as this will demonstrate your ability to handle the demands of the position.
✨Brush Up on Relevant Tools
Familiarity with Microsoft Teams, Outlook, and Excel is a plus. If you have experience using these tools, be ready to talk about it. If not, consider doing a quick online tutorial to get a basic understanding, as this shows initiative and a willingness to learn.
✨Emphasise Teamwork and Inclusivity
The role requires working effectively within a team culture. Be prepared to discuss how you've contributed to team success in the past. Highlight any experiences where you supported colleagues or participated in group projects, as this will align with the company’s values of recognition and inclusivity.
