Investment Administrator x2 Liverpool
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| Job Type | ContractTemporary |
| Location | Liverpool |
| Area | North England / Scotland, UK |
| Sector | BankingFinancial ServicesOther |
| Salary | ????Up to £26,800 plus excellent bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-14868 |
| Job Views | 28 |
- Description
- ????Up to £26,800 plus excellent bonus and benefits
????Hybrid Working Available
12 month FTC
Due to rapid expansion and demand, this leading financial services company has TWO exciting new openings for candidates working within Investment Support. The role is based within the Investment Suitability department, and will involve working with the Investment Management Teams to assist in the completion of Client Summaries. You will be involved in managing essential suitability procedures, such as reviewing requests to extending deadline and helping to contact clients.
????Duties of the Investment Administrator to include:
- Completing client documentation, focussing on completing About Your Investment Mandates to suitability standards. In doing so, you will be responsible for receiving the client documentation, identifying gaps and report discrepancies to the Investment Managers.
- Ensuring accuracy and efficiency with all central process checks, such as Non-responding Client requests and Temporary Exception.
- Updating reporting systems with appropriate information.
- Working to improve and develop the strong suitability quality culture within the firm, working to enhance the current AYIM standards.
????Requirements for the successful Investment Administrator to include:
- Previous experience within Financial Services is highly desirable, and professional experience within a highly regulated environment is essential.
- Strong MS Excel skills
- High standard of written English
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.