Auditor Private banking

55000.00 per year - 65000.00 per year



Key Accountabilities

  • Work collaboratively with others to develop strong client relationships and support delivery of the client's Audit Plan.
  • Scope audit assignments including preparation of the scoping document.
  • Manage audit work to ensure that relevant risks and controls have been identified and appropriately assessed.
  • Operate within a self-organised team on a day to day basis, working to ensure that audits progress as planned, as regards scope, budget and timetable. Identify, assess & document risks and controls.
  • Complete testing.
  • Write high-quality audit observations and support the Audit Lead in writing the report.
  • Provide constructive feedback and evaluation to team members for audit assignments.
  • Own and drive personal learning to support achievement of career aspirations
  • Treat all colleagues fairly, regardless of background or circumstance.
  • Sets an example and supports fair and ethical behaviour in all colleagues.
  • Understand the needs of client/customer and make decisions using this knowledge.
  • Discuss and agree to the factual accuracy of audit observations with clients/Vice President/Director as appropriate.
  • Lead discussions with clients regarding audit observations, consulting with the Director and Vice Presidents where necessary.
  • Build trusting and open relationships with clients on each audit and develop on-going relationships with key clients in the aligned business area.
  • Review and direct control evaluation (and perform evaluation when appropriate).
  • Review and complete documentation of scoping, process understanding, risk & control identification, control evaluation and observations in audit toolkit.
  • Write high-quality observations and audit reports (with input from the audit team).

Key Person Specifications

  • Excellent communication skills, ability to communicate effectively
  • Experience in risk-based auditing or risk/control activities;
  • Relevant professional qualifications (e.g. CIA, ACCA, ACA OR CIMA)
  • Practical understanding of the relevant regulatory environment;
  • Proven track record of high performance in previous roles.
  • Experience/knowledge of working in Private Banking or Wealth Management industry
  • Proven track record of senior stakeholder management
  • Proven ability to deliver timely high-quality work in a relatively unsupervised environment
  • Experience of managing audits/driving initiatives in a relevant field
  • Strong risk and control understanding
  • Displays willingness and initiative to learn and share knowledge
McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.
  • Data Administrator
    £250 - £380 per day

    Data Administrator

    Our client, a financial services group is seeking an experienced Data Administrator to join the team based in the London.

    Major duties and responsibilities of the job

    • Analyze data collected from clients and 3rd party sources to isolate and resolve discrepancies.
    • Maintain a single data source which underpins the application and other future services.
    • Identify enhancements with a newly defined data administration process with the intention of 1) reducing potential for data discrepancies impacting clients and 2) streamlining the data administration process.
    • Work with Sales, Analytics, Product Management, On boarding, ETL, App Support, and IT Admin in accordance with the “Client Data Administration Process”.
    • Manage a minimum of two Data Administration resources responsible for supporting analysis, reconciliation, and maintenance of data.
    • Engage with clients, custodians, and third party providers as needed to resolve questions on data discrepancies.

    Knowledge, Skills and Abilities

    Competencies required for successful job performance

    • Expert level knowledge of SQL (SQL-92 or variants e.g. T-SQL, PL/SQL)
    • Advanced Excel, proficient MS Office
    • Strong analytical skills and experience
    • Strong communication skills (written and verbal)

    Essential Qualifications

    Experience, education and any certifications as necessary for successful job performance

    • IT, Mathematical, Computer Science, Economics or similar analytical subject
    • Degree (desirable)

    McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.

  • Senior Service Management Analyst
    £55000 - £62000 per annum Benefits

    The Role:

    • Future contract schedules in the area of service management which are capable of delivering excellent outcomes for a future scheme as well as managing to balance customer goals and commercial impacts
    • Expert analysis and recommendations on issues related to the company’s requirements.
    • Preparing internal papers for submission to internal decision forums, whilst using briefing papers and discussion documents to generate appropriate decision making within the programme


    • Demonstrable experience of product design and/or delivery in the pensions or financial services sector
    • Practical experience of solution or process design
    • Experience of defining requirements for service-based contracts
    • Excellent analytical skills with a proven ability to critically analyse issues, consider options and develop recommendations based on solid reasoning
    • Demonstrable evidence of delivering creative solutions to complex problems
    • Advanced proficiency in using Microsoft Word, Excel, PowerPoint, and Visio

    If you are interested please send and up to date Cv to

    McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.
  • IT Portfolio Manager
    £550 - £650 per annum

    My leading financial services client are looking to bring on an IT Portfolio Manager to join a group portfolio of work driving enhancements and global performance.

    Candidates should have:

    • Extensive banking experience within portfolio management and driving portfolio performance.
    • Experience providing control, governance and tracking of multiple projects and high level status reporting across portfolios.
    • Attention to detail and the ability to work well under pressure.
    • Proven ability to maintain standards and processes across a portfolio.
    • Excellent communication and presentation skills.
    • Excellent grasp of MS Office Suite of tools - (Experience with Clarity)
    • Comfortable being the central point of contact across a function for policies and procedures.
    • Degree educated and professional accreditations.

    McGregor Boyall is an equal opportunity employer and do not discriminate based on race, religion, gender, age, sexuality, gender identification, or physical ability.