Investment Operations Administrator

Search Consultancy LTD; West Kirby; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday

Cycle to work scheme

Training and development opportunities

Friendly office environment

Job summary

Search Consultancy LTD, based in Liverpool City Centre, seeks an Investment Operations Administrator to join a permanent team. The role suits someone who enjoys detail, problem-solving, and delivering exceptional service within financial services.

This is a full-time, on-site position offering development opportunities, training, and a competitive salary negotiable with experience.

Qualifications

• Experience in financial services operations.
• Strong written and verbal communication.
• Ability to manage multiple tasks to deadlines.

Responsibilities

• Process and monitor investment operations tasks accurately.
• Support clients with service requests and inquiries.
• Assist with reconciliations and documentation.
• Contribute to process improvements and quality control.

Skills

Financial services experience

Attention to detail

Communication skills

Time management

Education

CISI Investments Operations Certification

Job description

Salary - Negotiable depending on experience

Liverpool City Centre

Permanent

9:00am-5:00pm

Are you looking to build a meaningful career within financial services?

My client, a reputable and fast‑growing organisation based in the heart of Liverpool City Centre, is seeking a talented

Investment Operations Administrator to join their team on a permanent basis.

This is a fantastic opportunity for someone who enjoys detail, problem‑solving, and providing exceptional service. The role is varied, rewarding, and offers genuine prospects for professional and financial development.

What We're Looking For

To thrive in this role, you'll need:

• Previous experience within the financial services sector
• CISI Investments Operations Certification or equivalent is highly desirable, but candidates without this will be considered and supported to obtain the certification
• Excellent written and verbal communication skills
• Strong time‑management and organisational ability
• Confidence working to deadlines and managing multiple tasks

The benefits of this role include:

• A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company)
• A great office atmosphere
• Outstanding training and development opportunities including industry qualifications
• Full training and support given
• Work in a friendly environment with happy and loyal customers
• Regular staff events
• 25 days holiday
• Cycle to work scheme
• + much more!

Why Apply?

This role isn't just a job, it's an entry point into a long‑term, meaningful career in investment operations. You'll gain hands‑on experience, grow your expertise, and be part of a supportive team where development is genuinely encouraged.

If you're driven, detail‑oriented, and ready for your next challenge,

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.