Senior Investment Administrator

NFU Mutual; Stratford-upon-Avon; Hybrid; GBP 31,000 - 33,000; Full time

Job summary

An established industry player is seeking a Senior Investment Administrator to join their Investment Operations Team. This full-time position offers a unique opportunity to develop a professional career with full training provided, leading to an industry-recognized qualification. You will play a key role in overseeing investment administration processes, ensuring compliance, and providing excellent service. With a hybrid working model, you will enjoy the flexibility of homeworking while gaining valuable insights into the stock market and investment operations. Join a supportive culture that values diversity and offers a range of benefits, including a competitive salary and annual bonuses.

Benefits

Annual bonus up to 10%

Contributory pension up to 20%

25 days annual leave plus bank holidays

Family-friendly policies

Health benefits

Discounts

Qualifications

• Excellent communication skills and adaptability are essential.
• Experience in investment or administrative roles is desirable.

Responsibilities

• Oversee investment administration processes and ensure compliance.
• Authorize and verify investment transactions in line with policies.
• Handle escalated queries from custodians, brokers, and auditors.

Skills

Strong numeracy skills

Proficiency in IT

MS Office

Analytical ability

Attention to detail

Workload management

Interest in investments

Education

CISI Investment Operations Certificate

Job description

• Great opportunity to develop a professional career within a reputable business.
• Full training provided with an industry-recognised qualification.
• Hybrid role: 40% homeworking, 60% office-based in Stratford-upon-Avon (post-training and probation).
• Working hours: 8am to 4pm, Monday to Friday.

About the role:

NFU Mutual seeks a Senior Investment Administrator for our Investment Operations Team. This full-time, permanent role suits those who value accuracy, leadership, and problem-solving.

You will oversee investment administration processes, guide team members, and ensure compliance with policies and standards, delivering excellent service.

Responsibilities include:

• Authorising and verifying investment transactions and income in line with policies.
• Handling escalated queries from custodians, brokers, and auditors.
• Managing complex transactions, reporting, and compliance activities.
• Monitoring operational cash and providing insights to front-office teams.

Training on investment operations will be provided, along with support to obtain the CISI Investment Operations Certificate within 12 months.

This role offers exposure to the stock market and investment insights at NFU Mutual.

About you:

You should have excellent communication skills, analytical ability, adaptability, attention to detail, and good workload management. Skills and experience required include:

• Strong numeracy skills (essential).
• Proficiency in IT and MS Office (essential).
• Administrative experience (desirable).
• Investment experience (desirable).
• Interest in investments and stock markets (essential).

NFU Mutual values diversity and inclusion, supporting candidates with various needs and backgrounds, and is a Disability Confident Employer.

Benefits and Rewards:

We offer a supportive culture with benefits including:

• Salary: £31,000 - £33,000 depending on experience.
• Annual bonus up to 10%.
• Contributory pension up to 20%.
• 25 days annual leave plus bank holidays, with holiday trading options.
• Family-friendly policies, discounts, health benefits, and more.

Working at NFU Mutual:

We are a leading UK insurance and financial services company, committed to our employees' growth and well-being, recognized as a top employer and a great place to work.