Client Documentation Reviewer

7 months ago


Liverpool, United Kingdom Recruit UK Full time

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 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-£26,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Flexitime
- Free parking
- Life insurance
- Private dental insurance
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Liverpool: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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