Iconic Resourcing are supporting our highly established, Glasgow-based client within the Investments & Wealth Management sector as they continue to grow, and as such are seeking an experienced Suitability Administrator on a full-time, permanent & hybrid basis.
Our client have a rich history in providing Investment & Wealth Management services for over 3 centuries, with a strong reputation in the market for their inclusive and collaborative working culture. Reporting into the Team Manager, you would be responsible for delivering a high-quality advisory and processing service for Investment Teams, ensuring suitability and compliance. Key areas of the role will surround:
- Effectively analyse client financial background information and attitude to risk questionnaires as part of the Suitability/KYC regulations, highlighting any issues within the completed documentation. This could include unanswered questions, contradictory answers or areas that require further consideration
- Responsible for liaising with the relevant Investment Manager and their team to highlight these issues, and drafting bespoke guidance for the IM and correspondence to clients
- Essential to build good relationships with the Investment Managers and their teams so that we can provide them with the best service
- Produce client-facing reports on behalf of Investment Managers for their approval
- Managing your own workload from start to finish with strong attention to detail and prioritisation skills
- Working effectively in a team to ensure goals are achieved
- Maintaining and developing policies and procedures
- Responsible for chasing outstanding client queries, data input and managing pending cases.
To be successful in this role, the following experience is required:
- Strong experience within an administrative capacity
- Excellent communication skills (both written and verbal)
- Strong organisation skills with the ability to manage own workload
- Ability to deal with differing deadlines and prioritise tasks
- Excellent IT literacy (MS Office essential)
Offering a competitive base salary of up to £29,000 + excellent benefits and great career development opportunities.
To apply for this role, please send your CV or contact Emma Shahnavaz at Iconic Resourcing for a confidential chat and further details.
At Iconic Resourcing, we understand that not all candidates will meet every single desired qualification or skill for the job positions posted on behalf of our clients. However, if you believe that you can add value to the role despite your experience looking a little different from what we've identified, we would be thrilled to learn more about you.