Suitability Administrator

Are you an organised and detail-oriented professional looking for your next opportunity? Join our clients Investment Risk team in Glasgow as a Suitability Administrator and play a key role in delivering exceptional support and service to their Investment Managers. About the Role As a Suitability Administrator, you’ll provide a first-class suitability service, assisting Investment Managers with their suitability workload, administration, advice, and training. This is a crucial role within the organisation, ensuring compliance with Suitability and Know Your Client (KYC) regulations while fostering strong relationships across the business. Key Responsibilities: Analyse client financial background information and attitude to risk questionnaires, identifying any incomplete or contradictory details. Manage the full suitability lifecycle, from onboarding clients to maintaining ongoing relationships. Liaise with Investment Managers to provide tailored guidance and draft correspondence for client communications. Produce client-facing reports for approval by Investment Managers. Handle your own workload with precision, ensuring accuracy, prioritisation, and attention to detail. Collaborate with team members to meet shared goals and chase outstanding queries. Support the team through training and upskilling initiatives. About You: We’re looking for someone with the following skills, knowledge, and experience: Excellent written and verbal communication skills, with a high standard of grammar, spelling, and punctuation. Proficiency in MS Word, Excel, and Outlook. Strong attention to detail and time management skills. Ability to adapt to changes, work under pressure, and prioritise effectively. A team player with a proactive attitude and willingness to show initiative. Understanding of the regulatory environment in which we operate. Apply Now If you’re ready to make an impact in a dynamic and supportive environment, we’d love to hear from you

Location: Hillhead, GB

Posted Date: 1/14/2025