Key Achievements:

Implemented risk assessment frameworks that reduced client exposure to operational and financial risk by 30%.

Identified control weaknesses and recommended improvements, helping clients avoid £75,000 / $90,000 in potential losses.

Streamlined risk reporting processes, saving the practice 10–15 hours per month.

Supported client advisory projects that enhanced compliance and governance standards.

Developed training and guidance materials, improving team awareness and risk management efficiency.

Duties & Responsibilities:

Conduct risk assessments for clients across various industries to identify financial, operational, and regulatory risks.

Advise clients on internal controls, risk mitigation strategies, and governance improvements.

Prepare risk reports and dashboards for clients and senior partners.

Monitor client compliance with statutory and regulatory requirements.

Assist in developing and implementing risk management policies, procedures, and frameworks.

Collaborate with audit, tax, and advisory teams to integrate risk management into client services.

Provide guidance on financial reporting, internal controls, and operational processes.

Support clients during regulatory reviews, audits, and inspections.

Identify opportunities to improve client processes and reduce risk exposure.

Maintain accurate documentation of risk assessments, recommendations, and follow-up actions.

Conduct training sessions for clients and internal teams on risk management best practices.

Review client contracts, agreements, and operational policies to ensure compliance.

Support business development by providing insights on risk and governance to prospective clients.

Monitor emerging regulatory changes and advise clients on implications for their business.

Participate in internal and external audits, providing risk-focused analysis and recommendations.

Contribute to continuous professional development (CPD) and knowledge-sharing initiatives.

Assist in developing templates, tools, and processes for efficient risk assessment.

Ensure all activities comply with professional standards, regulatory requirements, and ethical guidelines.

Support ad-hoc projects related to risk, compliance, or internal controls.

Maintain confidentiality, integrity, and professionalism in all client interactions.