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Investment Operations Administrator

Job Posted: 10 hours ago

Salary: £ Competitive
Job Type: Permanent
Location: Liverpool, Merseyside

Expire in: a month

Job Description

Investment Operations Administrator
📍 Liverpool City Centre
 ⏰ Full-Time, Permanent
 📅 Monday to Friday

Are you looking to build your career within Financial Services? Do you have experience in financial services administration and enjoy working in a detail-oriented, fast-paced environment?

We're recruiting for an Investment Operations Administrator to join a well-established and growing financial services organisation based in Liverpool City Centre.

This opportunity is ideally suited to candidates with 1-2 years' experience within a financial services administration role, who are looking to further develop their career within investments and wealth management.

The Role

As an Investment Operations Administrator, you'll be responsible for supporting the administration of investment products and client accounts, ensuring a high standard of service and compliance is maintained at all times.

Key duties will include:

Processing investment new business applications from start to finish
Managing ISA transfers and liaising with third-party providers
Processing investments, disinvestments, withdrawals, and additional contributions
Banking and allocation of client monies in line with regulatory requirements
Completing fee calculations and other administrative tasks accurately
Handling enquiries from clients, advisers, and third-party providers via phone and email
Maintaining and updating client records
Supporting regulatory reporting and assisting with complex case investigations
Working collaboratively with internal teams to ensure excellent client outcomes
Identifying and reporting risks, complaints, and breaches where required

About You

To be considered for this role, you will have:

1-2 years' experience within a Financial Services administration role
Knowledge of investments, wealth management, pensions, or ISA products
Excellent attention to detail and accuracy
Strong written and verbal communication skills
Good knowledge of Microsoft Office, including Excel, Word, and Outlook
Strong organisational and time management skills
A proactive approach with the ability to work effectively within a team
Understanding of financial services regulations would be advantageous

Desirable

CISI Investment Operations Certificate or equivalent qualification

What's on Offer?

✅ Permanent, full-time position
 ✅ Monday to Friday working pattern
 ✅ Liverpool City Centre location
 ✅ Supportive team environment
 ✅ Excellent opportunity for career progression within Financial Services

If you're interested in this opportunity, please apply now or send your CV directly to (url removed).

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

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Bank details.
National Insurance number.
Date of birth.

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