Investment Documentation Reviewer
3 months ago
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 collaboratively with the Suitability and Investment Managers, providing a high-quality service. To be successful within the role you must have strong relationship-building skills, as well as an understanding of Excel.
The role:
- Managing and prioritising workload
- Updating internal databases and systems
- Reviewing client documentation
- Working alongside the suitability manager and investment team
- Drafting reports, identifying gaps in procedures, and reporting these to the investment managers
- Working alongside internal teams to provide support
- Reaching out to clients and ensuring processes are undertaken correctly
**Benefits**:
- 25 days holiday
- 3 days in the office 2 days working from home
- Full home office set up inc monitors and laptop delivered before your first day
- Generous pension from 9%
- Life assurance, income protection, Private medical / health scheme and many more
To succeed you will need:
- Previous financial services experience (such as: Wealth management, IFA, Investment, Pension, Banking or Accounting)
- Experience with Excel/ Office
- Experience with client communication
- Organised and proactive, able to prioritise and manage deadlines
- Understanding of regulations and compliance where appropriate
- GCSE English and Mathematics or equivalent
**Please note this is a 12-month Fixed Term Contract.**
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Liverpool on a Client Documentation Reviewer role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
**Salary**: £23,000.00-£26,800.00 per year
**Benefits**:
- Company pension
- Flexitime
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Ability to commute/relocate:
- Liverpool: reliably commute or plan to relocate before starting work (required)
Work Location: In person
-
Client Documentation Reviewer
4 months ago
Liverpool, United Kingdom Recruit UK Full timeTitle: 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...
-
Investment Suitability Reviewer
3 months ago
Liverpool, United Kingdom Recruit UK Full timeRecruit 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...
-
File Reviewer
3 weeks ago
Liverpool, United Kingdom Hoxton Wealth Full timePosition: File Reviewer Company Overview: Hoxton Capital is a leading financial advisory company dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and peace of mind....
-
Compliance Review Specialist
1 month ago
Liverpool, Liverpool, United Kingdom Rathbones Group Plc Careers Full timeCompany Overview:At Rathbones, we are dedicated to fostering a supportive work environment that prioritizes the growth and development of our employees. We believe in investing in the future of our team members and providing opportunities for career advancement while sharing in the success of our organization.Position Overview:Department: Middle...
-
Financial Review Specialist
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timePosition: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...
-
Financial Review Specialist
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timePosition: Financial Review Specialist Company Overview: Hoxton Wealth is a leading financial advisory firm dedicated to providing bespoke wealth management solutions to high-net-worth individuals and families. With a commitment to excellence, integrity, and personalized service, we empower our clients to achieve their financial goals with confidence and...
-
Compliance Monitoring Reviewer
2 months ago
Liverpool, United Kingdom Rathbones Group Plc Careers Full timeCompany 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:Department:Middle OfficeLocation:...
-
QA Document Controller
3 months ago
Liverpool, United Kingdom Pharmaron Full timeJob Introduction **We are looking for**:A QA Document Controller to ensure the integrity of documentation, document control and systems to maintain GMP standards**At Pharmaron we offer**: - ** Vibrant and dynamic employment - **we are a highly specialised, growth company operating in a critical sector of the economy - our future is strong and exciting! - **...
-
Compliance Monitoring Officer
2 weeks ago
Liverpool, United Kingdom Clayton Davies Full timeJob Description:Our client is a growing wealth management firm who are looking for a Compliance Monitoring Officer to join the team. As the Compliance Monitoring Officer, you will be responsible for reviewing advice files in line with agreed business standards as part of the company’s QA programme that safeguards the quality in our dealings with customers....
-
Investment Support Analyst
2 weeks ago
Liverpool, Liverpool, United Kingdom Ortus PSR Full timeJob Summary:Ortus PSR is seeking a highly skilled Paraplanner to join our dynamic team. As a key member of our financial services firm, you will play a crucial role in supporting our financial advisors by conducting in-depth analysis, research, and preparing financial reports.Key Responsibilities:Conduct thorough research and analysis to support the...
-
Document Controller
5 months ago
Liverpool, United Kingdom Page Personnel Full timeA chance to progress your career with an amazing team - Competitive Salary **About Our Client**: The client is a well established company looking for a Document Controller to join their team! The Key Responsibilities: - Copy, scan and store documents - Check for accuracy and edit files, like contracts - Review and update technical documents (e.g. manuals...
-
Compliance Review Officer
1 week ago
Liverpool, Liverpool, United Kingdom Homecarers Liverpool Full time{"h1": "Compliance Review Officer Role at Homecarers Liverpool", "p": "We are seeking a skilled Compliance Review Officer to join our team at Homecarers Liverpool. As a Compliance Review Officer, you will play a crucial role in ensuring that our compliance documents are up-to-date and maintained. You will also be responsible for conducting comprehensive...
-
Compliance Review Officer
1 week ago
Liverpool, Liverpool, United Kingdom Homecarers Liverpool Full time{"h1": "Compliance Review Officer Role at Homecarers Liverpool", "p": "We are seeking a skilled Compliance Review Officer to join our team at Homecarers Liverpool. As a Compliance Review Officer, you will play a crucial role in ensuring that our compliance documents are up-to-date and maintained. You will also be responsible for conducting comprehensive...
-
Investment Director
18 hours ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeInvestment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team in Liverpool. As a senior member of our high-end team, you will be responsible for managing and advising on existing client investment portfolios, identifying new business opportunities, and developing relationships with existing and new connections.Key...
-
Investment Director
16 hours ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeInvestment Manager OpportunityWe are seeking a highly skilled Investment Manager to join our team in Liverpool. As a senior member of our high-end team, you will be responsible for managing and advising on existing client investment portfolios, identifying new business opportunities, and developing relationships with existing and new connections.Key...
-
Investment Administrator
1 week ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full time{"h1": "Graduate Investment Administrator Role", "p": "At Marshall Moore, we are seeking a talented Graduate Investment Administrator to join our team in Liverpool city centre. This exciting opportunity will provide you with the chance to start your career in the investment industry and work with a leading wealth management firm.As a Graduate Investment...
-
Investment Administrator
1 week ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full time{"h1": "Graduate Investment Administrator Role", "p": "At Marshall Moore, we are seeking a talented Graduate Investment Administrator to join our team in Liverpool city centre. This exciting opportunity will provide you with the chance to start your career in the investment industry and work with a leading wealth management firm.As a Graduate Investment...
-
Investment Manager
2 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeJob Title: Investment ManagerCompany: Heat RecruitmentJob Type: Full-timeIndustry: Financial ServicesJob Description:We are seeking an experienced Investment Manager to join our team at a leading national Wealth Management firm. As an Investment Manager, you will be responsible for managing and advising on a portfolio of discretionary, advisory, managed, and...
-
Investment Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Marshall Moore Full timeWe are currently recruiting for a Graduate Investment Administrator to join Marshall Moore, a leading wealth management firm in the UK. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training will be...
-
Investment Manager
2 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeJob Opportunity: Investment ManagerCompany OverviewHeat Recruitment is seeking a highly skilled Investment Manager to join our team. As a leading recruitment agency, we specialize in placing top talent in the financial industry.Job SummaryWe are looking for a seasoned Investment Manager to manage and advise on existing client portfolios, identify new...