Investment Administration Manager

Prestige Recruitment Group; Liverpool City Region; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services organization in Liverpool is seeking an experienced Investment Administration Manager to oversee investment operations and ensure compliance. The successful candidate will manage a high-performing team and enhance client service. Candidates should have strong people management experience and a CISI Investment Operations Certificate. This role offers a competitive salary and an opportunity for impact in a dynamic environment.

Qualifications

• Strong people management experience in an investment operations role.
• Excellent communication, organisation, and decision-making skills.
• Proficiency in MS Office & Adviser Office.

Responsibilities

• Manage and develop a high-performing operations team.
• Oversee investment admin processes including ISAs & discretionary portfolios.
• Lead team training and performance reviews.

Skills

People management experience

Knowledge of AML

Communication skills

Decision-making skills

Proficiency in MS Office

Education

CISI Investment Operations Certificate (or equivalent)

Tools

Adviser Office

Job description

Investment Administration Manager

Liverpool, Merseyside
Competitive salary – Dependant on experience

Role Summary:

Liverpool based Financial Services organisation are seeking an experienced and proactive Investment Administration Manager to oversee the daily operations and development of the Investment administration team in Liverpool. This is a key leadership role focused on ensuring operational excellence, delivering outstanding client service, and driving continuous improvement across investment administration processes.

As the first point of escalation, you will be responsible for coaching team members, ensuring compliance with regulatory frameworks, and promoting a high-performance culture. If you thrive in a fast-paced environment and have a passion for process improvement and people development, we want to hear from you.

Key Responsibilities:

• Manage and develop a high-performing operations team
• Oversee investment admin processes (including ISAs & discretionary portfolios)
• Act as escalation point for complex queries and complaints
• Ensure quality control, regulatory compliance, and continuous improvement
• Lead team training and performance reviews

What You’ll Need:

• Strong people management experience in an investment operations role
• Knowledge of AML, GDPR, and back-office investment processes
• Excellent communication, organisation, and decision-making skills
• Proficiency in MS Office & Adviser Office
• CISI Investment Operations Certificate (or equivalent) – essential

Apply now to join a forward-thinking team and make an impact in a dynamic financial services environment. Please click to apply: