Investment Client Review Administrator , Policy Documentation

The Company: Our client is a wealth management company, highly recognised with a fantastic reputation. The Role: THIS ROLE IS A 6 MONTH FTC THAT MAY EXTEND FURTHER OR OPEN UP TO OTHER OPPORTUNITY IN THE COMPANY The Investment Client Review Administrator will maintain accurate, up-to- date Investment Policy Statements that reflect each clients needs and risk profile, ensuring documents are properly approved, recorded and stored, with reviews tracked and scheduled in good time. The Investment Cli…