Senior Investment Operations Administrator

Career Choices Dewis Gyrfa Ltd; Liverpool; On-site; GBP 21,000 - 26,000; Full time

Job summary

Search Consultancy LTD is recruiting a Senior Investment Operations Administrator for a Wealth Management firm in Liverpool City Centre. This full-time, permanent role runs 9am–5pm, Monday to Friday, offering a stable career path within investment operations.

You will support high-quality investment administration services, ensure regulatory compliance, and act as a key point of contact for complex queries while collaborating with internal teams and third-party providers.

Qualifications

• Experience in Investment Operations, Investment Administration or Wealth Management Operations.
• Strong attention to detail with focus on accuracy and regulatory compliance.
• Excellent communication and stakeholder management skills.
• Proactive approach and ability to mentor colleagues.

Responsibilities

• Process and oversee investment administration activities with accuracy and compliance.
• Perform quality control checks across operational processes and identify improvements.
• Resolve complex queries, escalating where appropriate.
• Support processing of new business, investment instructions, withdrawals, transfers, and client money allocations.
• Liaise with third-party providers and internal teams to resolve issues.
• Assist with reporting, risk management, procedural updates, and change initiatives.

Skills

Attention to detail

Communication skills

Stakeholder management

Proactive/initiative

Tools

Microsoft Excel

Job description

Senior Investment Operations Administrator

Employer:

Search Consultancy LTD

Location:

Liverpool,Merseyside, L3 9SJ

Pay:

Meets national minimum wage

Contract Type:

Permanent

Hours:

Full time

Disability Confident:

No

Closing Date:

19/09/2026

About this job

Senior Investment Operations Administrator Liverpool City Centre | Full Time | Permanent | Monday to Friday, 9am to 5pm An exciting opportunity has arisen to join a large, well-established Wealth Management and Financial Services organisation based in Liverpool City Centre as an Senior Investment Operations Administrator.

This role is ideal for an experienced Investment Administrator, Investment Operations professional, or Financial Services Operations specialist looking to take the next step in their career.

You'll play a key role in supporting the delivery of high-quality investment administration services, ensuring operational processes are completed accurately, efficiently, and in line with regulatory requirements.

Working within a collaborative operations team, you’ll act as a key point of contact for complex queries, carry out quality control checks, support process improvements, and help develop and mentor colleagues.

Key Responsibilities

• Process and oversee a range of investment administration activities, ensuring accuracy and compliance at all times.


• Carry out quality control checks across operational processes and identify areas for improvement.


• Resolve complex internal and external queries, escalating where appropriate.


• Support the processing of new business, investment instructions, withdrawals, transfers, and client money allocations.


• Liaise with third-party providers and internal teams to resolve operational issues.


• Assist with reporting, risk management, procedural updates, and change initiatives.


• Provide coaching, guidance, and support to team members.

About You

• Previous experience within Investment Operations, Investment Administration, Wealth Management Operations, or Financial Services Operations.


• Strong attention to detail with a focus on accuracy and service quality.


• Experience handling operational queries and performing quality checks.


• Excellent communication and stakeholder management skills.


• Proficient in Microsoft Office, particularly Excel.


• A proactive approach with the ability to work effectively in a fast-paced environment.


• Desirable Experience supporting or mentoring colleagues.


• Knowledge of investment products, pensions, ISAs, or wealth management services.

This is an excellent opportunity to join a respected and growing business that offers a supportive environment, professional development opportunities, and the chance to build a long‑term career within investment operations.

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.

Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).