Investment Suitability Reviewer

We are seeking a highly organized Contract Document Reviewer to join our team in Liverpool. The successful candidate will be responsible for reviewing client documentation to write the AYIM draft for the IM, identifying gaps and reporting them to the IMs. The role also involves managing multiple work streams, prioritizing tasks according to the team's needs,...

Title: Investment Documentation Reviewer Location: Liverpool **Salary**: £23,000 - £26,800 Reference: 8717 The company: Recruit UK is working with a well-established and thriving National Investment Firm that is seeking a Client Documentation Reviewer to join their team in the Liverpool Office. As a Client Document Reviewer, you will work...

Job DescriptionIn this role, you will be responsible for writing About Your Investment Mandates (AYIM) and reviewing client documentation to identify gaps. You will work closely with Investment Management teams to prioritize tasks, manage deadlines, and improve AYIM standards. Your responsibilities will also include collaborating with the Suitability Manager...

Job Title: Client Document Reviewer Department: Investment Risk Location: Liverpool Contract Type: 12 month FTC The Role This is an exciting role based within Investment Risk to work with Investment Management Teams in the completion of Client Summaries at a standard level of quality. You will apply our suitability standards to support a high quality and...

Job Title: Client Documentation Reviewer Team LeadWe are seeking a highly skilled and experienced individual to join our team as a Client Documentation Reviewer Team Lead. This is a key role within our organization, responsible for ensuring effective performance and oversight of the Client Documentation Reviewer's Team processes related to providing a...

Title: Client Documentation Reviewer Location: Liverpool **Salary**: £23,000 - £26,000 Reference: 8717 The company: Recruit UK is working with a well-established and thriving National Investment Firm that is seeking a Client Documentation Reviewer to join their team in the Liverpool Office. As a Client Document Reviewer, you will work collaboratively...

Job OverviewThis is an exciting role based within Investment Risk to work with Investment Management Teams in the completion of Client Summaries at a standard level of quality. Our ideal candidate will apply our suitability standards to support a high quality and quantity completion of client documents, focusing initially on completing About You Investment...

Job Overview:Rathbone Brothers is committed to building a diverse, equal, and inclusive workplace that motivates, develops, and embraces the strengths of all our colleagues. We aim to become an employer of choice for the wealth management sector.We are seeking a highly skilled and experienced individual to join our team as a Senior Investment Management...

Investment Risk Manager Job DescriptionSalary: £27,000, Location: LiverpoolAbout the RoleWe are seeking a skilled Investment Risk Manager to join our team in Liverpool. As an Investment Risk Manager, you will play a key role in ensuring the high-quality of Client Summaries and managing key suitability procedures.ResponsibilitiesDraft About Your Investment...

About the RoleWe are seeking a skilled Content Reviewer to join our team in Liverpool or Glasgow. As a Content Reviewer, you will take ownership of writing About Your Investment Mandates (AYIM) and work closely with Investment Management teams to ensure their completion. You will also be responsible for managing multiple workstreams, prioritizing tasks, and...

My client is looking to recruit two roles on a temporary basis for experienced Independent Reviewing Officers/CIN for 3 months within the Independent Safeguarding and Quality Assurance Unit.Interviews to be held on 1st November 2024 via teams to start 4/11/2024JOB PURPOSETo act as a co-ordinator and chairperson for Child Protection Conferences and Statutory...

My client is looking to recruit two roles on a temporary basis for experienced Independent Reviewing Officers/CIN for 3 months within the Independent Safeguarding and Quality Assurance Unit. Interviews to be held on 1st November 2024 via teams to start 4/11/2024 JOB PURPOSE To act as a co-ordinator and chairperson for Child Protection Conferences and...

Job Title: Investment Risk SpecialistDepartment: Investment RiskLocation: LiverpoolContract Type: 12-Month FTCHours: 9am - 5pmSalary: £27,000The RoleWe are seeking an experienced Risk Assessment professional to join our team as a Senior Financial Analyst. In this role, you will be responsible for ensuring high-quality Client Summaries, managing key...

Hoxton Wealth Job Description:We are looking for an experienced Investment Portfolio Coordinator to join our team. In this role, you will be responsible for assisting financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.Key Responsibilities:Conduct...

Pensions Change ManagerWe are seeking a Pensions Change Manager to join our team at USS Investment Management Limited. As a key stakeholder, you will be responsible for driving business outcomes through effective communication and collaboration with colleagues and stakeholders. With your expertise in business analysis and problem-solving, you will ensure...

About UsUniversities Superannuation Scheme (USS) was established in 1974 as the principal pension scheme for universities and higher education institutions in the UK. We work with around 330 employers to help build a secure financial future for more than 528,000 members and their families. Our mission is to provide retirement income to our members, and we...

Recruit UK is currently seeking an experience individual to join a thriving Investment Management and Financial Advisory firm with a national presence. A position has opened up in their Quality Control team within their Investment Management arm - specifically relating to Risk. With a stable and growing presence in the UK market, this company provide a...

Job DescriptionWe are looking for a highly skilled and experienced Senior Financial Accountant to join our Finance team at USS Investment Management Limited. As a key member of our team, you will play a vital role in ensuring the accurate and timely production of financial reports.About the RoleThe ideal candidate will have a professional accounting...

**NO.1 PROPERTY INVESTMENT COMPANY IN THE NORTHWEST** - Our client is a successful property investment consultancy, headquartered in the North-West region of the United Kingdom. They specialise in sourcing and acquiring high-quality developments for clients. They are looking for a Property Sales Consultant to join a dynamic team based in the Liverpool City...

OverviewWe are seeking a highly skilled and experienced Financial Reporting Specialist to join our team at USS Investment Management Limited. As a key member of our Finance department, you will play a vital role in ensuring the accurate and timely production of financial reports.About the RoleThe ideal candidate will have a professional accounting...