Investment Operations Administrator

Career Choices Dewis Gyrfa Ltd; Liverpool; On-site; GBP 23,000 - 30,000; Full time

Benefits offered by this job

Permanent, full-time position

Career progression opportunities

Supportive team environment

Liverpool City Centre location

Job summary

Career Choices Dewis Gyrfa Ltd in Liverpool City Centre is seeking an Investment Operations Administrator to join a fast-paced financial services team. The role covers processing investment applications, ISA transfers, and client account administration to ensure regulatory compliance and excellent service.

The ideal candidate has 1-2 years' experience in financial services administration, strong attention to detail, and solid skills in MS Office.

Qualifications

• 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.
• Proficient with Microsoft Office (Excel, Word, Outlook).

Responsibilities

• Process investment new business applications from start to finish
• Liaise with third-party providers for ISA transfers
• Process investments, disinvestments, withdrawals and contributions
• Bank client monies in line with regulatory requirements
• Calculate fees and complete administrative tasks accurately
• Handle enquiries from clients, advisers and providers by phone and email
• Maintain and update client records
• Support regulatory reporting and assist with investigations
• Collaborate with internal teams to ensure excellent client outcomes
• Identify and report risks, complaints and breaches

Skills

Attention to detail

Communication skills

Organisational skills

Team player

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

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.

• 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

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.