Suitability Administrator
2 Days Old
Company description:
A rewarding place to work. At Rathbones, We invest in everyone's tomorrow that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business.
Job description:
Job Title: Suitability Administrator
Department: Investment Risk
Location: Glasgow
Contract Type: 12 month fixed term contract
The Role
To provide a first-class Suitability service that is an organisational driving force that aids investment managers with their suitability workload, administration, advice, and training.
Outcomes of the Role
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 managing the full suitability life cycle from onboarding to ongoing relationships.
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 rela...
- Location:
- Glasgow
- Salary:
- not provided
- Job Type:
- FullTime
- Category:
- Admin, Office, Secretarial & PA
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