Client Documentation Reviewer - Liverpool, United Kingdom - Page Personnel
Description
Investment management firm- Great exposure with good progression
About Our Client:
This leading and growing financial services organisation provides investment advice and wealth management services to a wide variety of clients.
Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated investment advice, as well as being a great place to work because of its company culture and benefits package.
As Client Documentation Reviewer, you will closely with the Investment Management teams to complete client summaries to a high level, as well as managing essential suitability procedures including reviewing requests for extending suitability deadlines.
Day to day your role will include:
- Ownership of investment mandates and ensuring all requirements are met with agreed timescales
- Managing multiple workstreams and prioritising different tasks according to the team's needs
- Supporting the Investment Management teams to implement strong suitability quality culture, supporting where appropriate and improving current standards when necessary
- Working closely with the Suitability team to address identified gaps in the process
- Updating all required reporting systems with the appropriate information
- Maintain a high standard of checks in central processes such as Temporary Exception and Nonresponding Client requests
The Successful Applicant:
As Client Documentation Reviewer, you must have the following:
- Experience working within an investment management firm is preferable
- Understanding of financial regulations and working in a regulated environment is important
- Excellent communication skills with ability to collaborate effectively with various departments
- Able to take accountability of own work and take pride in quality of their work
- Able to work at a fast pace to tight deadlines, and be flexible to change
What's on Offer:
You will get:
- Permanent role with attractive salary
- 25 days holiday
- Pension scheme
- Salary sacrifice benefits scheme
- Wellbeing, healthcare and other financial benefits
- Hybrid working
- 35 hour week
- Good opportunities to progress with ongoing training and support
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