Suitability Administrator

Are you an organised and detail-oriented professional looking for your next opportunity? Join our clients Investment Risk team in Glasgow as a Suitability Administrator and play a key role in delivering exceptional support and service to their Investment Managers.

About the Role

As a Suitability Administrator, you’ll provide a first-class suitability service, assisting Investment Managers with their suitability workload, administration, advice, and training. This is a crucial role within the organisation, ensuring compliance with Suitability and Know Your Client (KYC) regulations while fostering strong relationships across the business.

Key Responsibilities:

• Analyse client financial background information and attitude to risk questionnaires, identifying any incomplete or contradictory details.
• Manage the full suitability lifecycle, from onboarding clients to maintaining ongoing relationships.
• Liaise with Investment Managers to provide tailored guidance and draft correspondence for client communications.
• Produce client-facing reports for approval by Investment Managers.
• Handle your own workload with precision, ensuring accuracy, prioritisation, and attention to detail.
• Collaborate with team members to meet shared goals and chase outstanding queries.
• Support the team through training and upskilling initiatives.

About You:

We’re looking for someone with the following skills, knowledge, and experience:

• Excellent written and verbal communication skills, with a high standard of grammar, spelling, and punctuation.
• Proficiency in MS Word, Excel, and Outlook.
• Strong attention to detail and time management skills.
• Ability to adapt to changes, work under pressure, and prioritise effectively.
• A team player with a proactive attitude and willingness to show initiative.
• Understanding of the regulatory environment in which we operate.

Apply Now

If you’re ready to make an impact in a dynamic and supportive environment, we’d love to hear from you.

Apply Now