Operations Associate , Corporate Actions , Financial Services

JR United Kingdom; Blackpool; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading wealth management firm in Blackpool is seeking an Operations Associate focused on Corporate Actions. The role involves providing administrative support for transactions and ensuring compliance with regulatory wealth management procedures. Ideal candidates will have experience in banking or investment operations and possess excellent communication and organizational skills.

Qualifications

• Experience within Corporate Actions is beneficial.
• Experience in Financial Services required.
• Banking or Investment Operations experience preferred.

Responsibilities

• Provide operational support for Corporate Actions transactions.
• Monitor group email boxes and process corporate actions on clients' holdings.
• Run order books and tasks in Avaloq.

Skills

Attention to detail

Communication

Organisational skills

Job description

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Operations Associate, Corporate Actions, Financial Services, Blackpool

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Client:

JJ Search Ltd

Location:

Blackpool, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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Job Description:

Our Client

An established and widely known Wealth Management firm servicing Investment Management needs for High-Net-Worth Clients.

The Role

This role is based in Blackpool

This is a fantastic opportunity for an individual with banking operations or investment operations experience to focus on a role that is Corporate Actions focused.

The Operations Associate (Corporate Actions) will provide operational administrative support for all types of transactions associated with Corporate Actions, in line with regulatory wealth management procedures.

The Operations Associate (Corporate Actions) will identify and process Corporate Actions on Clients' holdings and identify and process Market Claims on Corporate Actions.

To provide investors with clear information about Corporate Actions where appropriate and seek instructions for further action.

The Operations Associate (Corporate Actions) will confirm instructions are carried out in line with Investors' requirements and will monitor all group email boxes.

The Operations Associate (Corporate Actions) will run order books, tasks & reports in Avaloq to monitor Corporate Actions being updated, pending, and forthcoming events.

To update and reconcile all records of Corporate event actions.

The Candidate

Some experience within Corporate Actions would be highly beneficial.

Experience working within Financial Services.

Banking Operations / Investment Operations experience would be a plus.

Excellent attention to detail.

Excellent communication skills, both written and verbal.

Good organisational skills and ability to prioritise workload.