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.
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