Investment Operations Administrator in Liverpool

Job description

INVESTMENT OPERATIONS ADMINISTRATOR - LIVERPOOL office based - Investments/ Financial Services

£24,000 - £27,000

I am currently working with a long standing client who operates within the Financial Services industry.

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

So what can you expect from the role?

• Reconciling and processing bulk SAYE transfer files, client care transfers, monthly payroll files and crediting employee contributions to digital accounts.
• Overseeing administrative functions supporting the investment operations function, including running manual payments, ISA transfers, account access, and subscription management.
• Providing expert technical support for online non-advised services, both for clients and internal teams.
• Handling written and phone inquiries from clients, wealth services, advisers, and third-party providers.
• Identifying and reporting risks, breaches, and process complaints.
• Performing general administrative duties.

INVESTMENT OPERATIONS ADMINISTRATOR - LIVERPOOL - Investments/ Financial Services - £24,000 - £27,000

This position is based in the Liverpool office, 5 days per week and is not suitable for candidates who require sponsorship to work in the UK.

Extra information

Status

Open

Education Level

Secondary School

Location

Liverpool

Type of Contract

Part-time jobs

Published at

01-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English