Investment Operations Administrator

Job description

Investment Operations Administrator

FinTech Pensions Platform

Remote (UK)

£35k - £45k + equity

What’s in it for you?

This really is a cracking opportunity.

• It’s a really broad role, offering exposure to ISA Administration, GIA Administration, CASS Reconciliations and Client Onboarding

• There's plenty of scope for career development within this highly ambitious and fast-growing firm

• It’s a remote role; you can work from anywhere in the UK

• You’ll also get equity in the business

I told you it was good.

What you'll be doing

You’ll be joining a FinTech Pensions platform that’s about to go live. Early feedback from test customers has been outstanding. They’re going to shake up the market, challenging the traditional SIPP providers by prioritising customer experience and fixing costs.

You’ll perform the day-to-day operational administration of the firm's MiFID business, covering GIA and ISA products, covering the full client lifecycle from onboarding and AML/KYC checks through to ongoing account administration, trade execution and settlement, and client servicing.

You'll also have direct responsibility for completing the firm's client money and custody asset reconciliations under CASS 6 and CASS 7.

What you'll need

You'll need to have good experience in operational administration, covering client onboarding and general GIA and/or ISA account administration.

You'll have experience of performing client money and/or custody asset reconciliations and have a good working knowledge of CASS 6 and CASS 7 regulations.

Interested?

If so, click apply and send over your CV.

Not got an up to date CV? Don’t worry, you can always give me (Mark) a call on 0121 274 0357 for a confidential discussion or email me at mark.wilson@willowresourcing.co.uk telling me that you’re interested. We’ll pick it up from there.

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Full-time jobs

Published at

08-08-2026

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