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.
Apply Now
