x 3 Investment Administrator LIVERPOOL
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| Job Type | Permanent |
| Location | Liverpool |
| Area | North England / Scotland, UK |
| Sector | BankingComplianceFinancial ServicesFront OfficeOperationsRiskCustomer Services |
| Salary | Up to £30,000 plus EXCELLENT bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-16874 |
| Job Views | 53 |
- Description
- Up to £30,000 plus EXCELLENT bonus and benefits
Hybrid working available with offices based in central Liverpool
Due to exciting growth and expansion a fantastic opportunity has arisen for THREE Investment Administrators to join a dynamic boutique investment firm located in the heart of Liverpool. Joining the Investment Risk team and working closely with their Front Office, you will be working to ensure that all client needs are being met by the company, and ensuring that investment suitability obligations are being upheld. This is a fantastic opportunity to join a very highly regarded investment firm, so apply TODAY!
Duties of the Client Documentation Investment Administrator to include:
- Assess client records to ensure suitability, evaluating the appropriateness of the advice that has been provided to clients.
- Guarantee that the client’s documentation thoroughly justifies recommendations, ensuring resilience to potential challenges.
- Collaborate with colleagues to elevate files to required standards and promptly report findings.
- Provide technically sound responses to Front Office queries, maintaining accuracy and precision.
- Conduct ‘About Your Investment Mandate’ reviews, meticulously documenting outcomes for future reference.
- Deliver clear and concise feedback to Investment Managers based on QC team reviews, and proactively challenge Front Office on suitability judgments when warranted.
Requirements for the successful candidate:
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Strong client administration experience, ideally gained within the Investment sector, or Financial Services.
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High level numerical accuracy and strong attention to detail
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Knowledge of the UK Regulatory framework highly advantageous
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Strong communication skills with the ability to build strong relationships and provide written feedback to colleagues and clients
What’s in it for you:
- Hybrid Working Environment: Embrace a flexible work arrangement that promotes a healthy work-life balance.
- Opportunities for Professional Development: Invest in your career growth with opportunities for continuous learning and development. You will have access to a range of professional development programs and be encouraged to pursue the CISI IAD qualification
- Fantastic benefits package: This employer offers all employees an exceptional range of benefits, including private medical insurance, 25 days holiday + bank holidays, and a green car screen!
This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.