Graduate Client Documentation Coordinator

Join one of the UK’s most reputable and established investment managers! It’s an exciting time to join us as we continue our growth, where our people will make a real difference.

Location - Liverpool

Start Date - February 2025

Employment Type - 12 month fixed term contract 

What Will You Be Doing?

This is an exciting opportunity to join their investment risk team as a client documentation specialist, working closely with investment management teams to produce high-quality client summaries. You will play a key role in ensuring the completion of client documents, particularly focusing on drafting and reviewing About You Investment Mandates (AYIM) to meet suitability standards.

In this role, you will also manage essential suitability procedures, such as extending deadlines for client responses and assisting investment management teams in contacting non-responding clients. Your work will directly support a strong suitability culture across the organisation, ensuring regulatory compliance and high client satisfaction.

What Can We Offer You?

• £27k salary on a 12 month fixed term contract,  from 20th February 2025 
• 25 days annual leave + bank holidays 
• 10% pension contribution from day 1, and many wellbeing benefits
• Full training programme to develop key skills in a supportive, collaborative environment

What Are We Looking For?

We are looking for graduates from any degree background who are looking to gain 12 months of commercial experience. No previous experience is needed though a high standard of writing skills, knowledge of Excel/Office suites and a strong attention to detail is required. Any experience in finance is beneficial though not essential. 

Sounds Interesting? Roles will be filled on a first come first served basis, so don't hesitate to apply. All you need is an updated CV and we will be in touch shortly after. Apply now!