Portfolio Assessor

3 days ago


East Liverpool, Ohio, United Kingdom Search Full time

We are looking for a skilled Portfolio Assessor to join our Investment Risk team at Search. As a Risk Assessor, you will work closely with Investment Management Teams to ensure high-quality client summaries.

You will be responsible for reviewing client documentation, identifying gaps, and providing high-quality support. This includes managing multiple work streams, prioritizing tasks according to team needs, and maintaining high standards in central processes.

In this role, you will also update all necessary reporting systems with accurate information and collaborate with the Suitability Manager to address process gaps.

With a strong understanding of financial services regulations and experience in financial services, you will excel in this role. You will also have excellent writing skills, ability to explain complex issues clearly, and strong collaboration skills.

We offer a competitive salary of £27,000 and a supportive working environment that fosters growth and development.



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