Investments Operations Administrator - Liverpool - £24-£27k

Ascentia Partners; Liverpool; On-site; GBP 24,000 - 27,000; Full time

Job summary

A leading company in Financial Services is looking for an Operations Administrator in Liverpool. This role involves overseeing ISA transfers and payroll files, emphasizing efficiency and client satisfaction. As part of a small team, you will contribute to process improvements and develop your skills in the industry.

Qualifications

• Must have good knowledge of regulatory requirements in investments.
• Proficient in Excel, Word & Outlook.
• Organised and results-driven approach is essential.

Responsibilities

• Manage the digital investment administration lifecycle and ensure compliance.
• Reconcile monthly corporate payroll files and process payments.
• Provide support for online services and handle client inquiries.

Skills

Knowledge of Investment products

Time management

Proficiency in Microsoft Office

Education

CISI Investments Operations Certification

Job description

OPERATIONS ADMINISTRATOR - LIVERPOOL based office 5 days a week on site - Investments/ Financial Services - £24-£27k

I am currently working with a loyal client who operates within Financial Services.

They are looking for an Operations Administrator to join their Digital Services team that will take ownership of ISA transfers, monthly corporate payroll files, reconciling and making manual payments and supporting digital services.

Efficiency and Quality are at the forefront of their Client Satisfaction, so this role would suit someone who is results driven, inquisitive, organised and wants to develop their industry knowledge in Financial Services.

You will also have exposure to process improvement, projects and supporting digital developments.

Desired skills:

• Knowledge of Investment products such as ISA's
• Knowledge of the regulatory requirements relating to investments
• Good time management skills with the ability to prioritise workloads and deal with urgent issues that arise
• Proficient in Microsoft Office (Excel, Word & Outlook)
• CISI Investments Operations Certification or equivalent is highly desirable, but candidates without this will be considered and supported to obtain the certification

Duties will include:

• Managing the full digital investment administration lifecycle, ensuring compliance with terms, procedures, and regulatory requirements.
• Reconciling and processing bulk SAYE transfer files from registrars and share plan providers for client share transfers.
• Accurately reconciling and processing monthly corporate payroll files to credit employee contributions to digital accounts.
• Overseeing administrative functions supporting digital services, including manual payments, ISA transfers, account access, and subscription management.
• Providing expert technical support for online non-advised services, both for clients and internal teams.
• Assisting with complex case investigations and regulatory reporting.
• Handling written and phone inquiries from clients, wealth services, advisers, and third-party providers.
• Identifying and reporting risks, breaches, and process complaints.
• Collaborating with teams within Wealth at Work and third-party service providers.
• Performing general administrative duties

This role is the first of its kind, so there is a great opportunity here to help shape the position within the team and grow within the business. You will work as a team of 5 with varied specialisms, reporting into the Operations & Reporting Lead.

OPERATIONS ADMINISTRATOR - LIVERPOOL - Investments/ Financial Services - £24-£27k