- Oversee the end-to-end client suitability process, ensuring all documentation is accurate and complete.
- Process Attitude to Risk Questionnaires and annual reviews, checking for inconsistencies, unanswered questions, and contradictory information.
- Liaise with Investment Managers to address concerns, drafting bespoke correspondence to clients as necessary.
- Generate comprehensive external reports for clients, supported by documentation from the company database, for Investment Manager approval.
- Build strong relationships with Investment Managers and work effectively within a team to achieve goals.
- Manage pending cases, input data accurately, and chase outstanding client queries.
- Develop expertise in suitability processes and manage workloads effectively to meet deadlines.
Back to searchInvestment Management Administrator
Meraki Talent Limited
Posted 2 days ago, valid for 23 days
Glasgow, City of Glasgow G62 6EP, Scotland
£32,000 - £38,400 per annum
Full Time
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Sonic Summary
- Meraki Talent is seeking experienced Investment Administrators to manage client suitability processes from start to finish.
- Candidates should have a background in Financial Services, particularly investment management, with a strong knowledge of compliance and risk.
- The role requires exceptional attention to detail, prioritization skills, and the ability to collaborate with investment managers and internal teams.
- This position offers a salary of £35,000 and requires a minimum of three years of relevant experience.
- It is a 12-month fixed-term opportunity with a hybrid work approach.
