Client Document Reviewer - Search : Job Details

Job Title: Client Document ReviewerLocation: GlasgowSalary: £27,000Contract Type: 12-Month Fixed Term ContractI am currently hiring for a Client Document Reviewer to join a well-established and rapidly growing investment wealth firm based in Glasgow City Centre. As part of the Investment Risk team you will collaborate with Investment Management teams to complete high-quality Client Summaries, focusing on drafting About Your Investment Mandates (AYIM). You will also oversee key suitability processes, including tracking non-responding clients and managing deadline extensions.

This is a 12 month fixed term contract.

The role is fully based on site, Monday - Friday 9:00 - 17:00

This is a great opportunity for a someone from a suitability/risk/compliance background.________________________________________

Key Responsibilities:*Client Documentation:o Draft About Your Investment Mandates (AYIM) from client-provided documentation, identifying and reporting gaps to Investment Managerso Ensure all documentation meets suitability standards* Process Management:o Maintain high-quality checks for central processes, including managing Temporary Exception and Non-Responding Client requestso Update all relevant reporting systems with accurate and timely information* Team Collaboration:o Work closely with Investment Management teams to promote a culture of suitability and enhance current AYIM standardso Collaborate with the Suitability Manager to address gaps and improve processes* Task Prioritisation:o Manage multiple work streams efficiently, prioritising tasks based on team needs________________________________________The successful candidate will possess:Skills and Attributes:* High standard of writing skills, with the ability to articulate complex concepts in a simple format* Strong organisational and time-management abilities to meet deadlines and adapt to shifting priorities* Proficient in Microsoft Office Suite, particularly Excel* Exceptional relationship management and collaboration skills* Self-motivated with the ability to take ownership of tasks

Experience:* Previous experience in financial services is preferred* Understanding of regulatory environments is advantageous________________________________________

If you think you would be suitable for this role then please apply!

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