Investment Suitability Administrator - Glasgow, United Kingdom - Recruit UK

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Glasgow, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Ready for your next challenge?
Join a fast-paced team as an Investment Suitability Administrator in the Risk Department of an Investment Management firm. They are looking for a proactive and detail-oriented individual who can provide exceptional support to the Investment Teams.

As an Investment Suitability Administrator, you will be responsible for analysing client background information, liaising with Investment Managers, and producing client-facing reports.

You will manage your own workload, work effectively in a team, and maintain policies and procedures. This is an opportunity to make a real impact and contribute to business success

Core Responsibilities:

Analyse client information and provide guidance to Investment Managers.
Liaise with Investment Managers for exceptional client service.
Produce clientfacing reports on behalf of Investment Managers.
Manage workload with attention to detail and prioritization.
Work effectively in a team to achieve goals.
Maintain policies, manage client queries, and pending cases.

To thrive in this role, you should have: excellent communication skills, be proficient in computer software, and have a keen eye for detail.

You should also be able to adapt to changes, work under pressure, and prioritize workload. They value teamwork, initiative, and a positive attitude. An understanding of working in regulatory environments and Investment products.

Benefits:

25 days holiday (+ bank holidays)
Life Assurance
Share Incentive Plan
Qualification support & mentorship
Flex hours & working
Plus more

REF: 7708

Location:
Glasgow

Salary:
£25, ,000

Job Title:
Investment Suitability Administrator

Salary:
£25,000.00-£29,000.00 per year

Benefits:

Company pension
Employee mentoring programme
Flexitime
Onsite parking
Work from home

Schedule:

Flexitime
Monday to Friday

Supplemental pay types:

Bonus scheme
Commission pay
Performance bonus

Ability to commute/relocate:

Glasgow, G1 1AB: reliably commute or plan to relocate before starting work (required)

Experience:

Investment Management: 1 year (preferred)
- working in a FCA regulated environment: 1 year (preferred)

Work Location:
Hybrid remote in Glasgow, G1 1AB

Flextime