Financial Services Analyst

2 days ago


Liverpool, Liverpool, United Kingdom Search Full time
Financial Services Analyst Job Opportunity

Salary: £27,000, Location: Liverpool

About the Role

We are seeking a highly skilled Financial Services Analyst to join our team in Liverpool. As a Financial Services Analyst, you will play a key role in collaborating with Investment Management Teams to ensure high-quality Client Summaries and managing key suitability procedures.

Key Responsibilities
  1. Review client documentation to identify gaps in investment mandates.
  2. Manage multiple work streams and prioritize tasks according to team needs.
  3. Maintain high standards in central processes and update reporting systems.
  4. Support Investment Management teams in developing a strong suitability quality culture.
  5. Collaborate with the Suitability Manager to address process gaps.
Requirements
  1. Proficient in Excel and Office suites.
  2. Excellent written communication skills.
  3. Able to explain complex issues clearly.
  4. Strong relationship management and collaboration skills.
  5. Self-motivated with the ability to manage deadlines and adapt to changing priorities.
  6. Experience in financial services is preferred.
  7. Knowledge of the regulatory environment.


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