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Senior Investment Operations Administrator

Full-time

Senior Investment Operations Administrator

  • Location: Liverpool City Centre
  • Hours: Monday-Friday, 9am-5pm
  • Salary: Competitive (DOE)
  • Benefits: Excellent benefits package

A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations.

Key Responsibilities

  • Produce, review and quality-assure regulatory reporting and management information
  • Support quarterly client reporting and annual tax reporting cycles
  • Act as an escalation point for complex or technical operational queries
  • Provide training and guidance on investment products, systems and procedures
  • Produce and maintain business requirements and procedural documentation
  • Review, enhance and streamline operational systems, processes and service standards
  • Conduct casework reviews and third-party quality assurance checks
  • Support the implementation of initiatives aimed at reducing risk and improving efficiency

What We're Looking For

  • Strong analytical and numerical skills
  • Excellent written and verbal communication abilities
  • Proven experience within financial services, ideally in an Investment Operations environment
  • Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS)
  • Advanced Excel skills with experience handling and analysing large datasets
  • Ability to produce clear, concise business and operational documentation
  • Experience managing initiatives or process improvements end to end
  • High level of attention to detail and accuracy
  • Ability to work autonomously while contributing effectively within a team

Qualifications

  • CISI Investment Operations Certificate (IOC) or equivalent qualification

If this role is of interest, please email your CV to View email address on findajob.dwp.gov.uk .

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.

Vacancy posted 23 days ago
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