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Elevation Recruitment Limited
GB
Based - Ditton, Cheshire Full Site based £25k - £35k 6 month Temporary role Elevation Recruitment Group are currently supporting a key Manufacturing business based in Ditton, Cheshire, who're looking for an Operations and Purchasing Administrator. The successful candidate will need to have excellent administration experience ideally from a similar
Job Source: Elevation Recruitment LimitedElevation Recruitment Group
Widnes
Based - Ditton, Cheshire Full Site based £25k - £35k 6 month Temporary role Elevation Recruitment Group are currently supporting a key Manufacturing business based in Ditton, Cheshire, who're looking for an Operations and Purchasing Administrator. The successful candidate will need to have excellent administration experience ideally from a similar
Job Source: Elevation Recruitment GroupSYKES COTTAGES LTD
Chester
Are you naturally motivated and highly organised? Have a talent for prioritising? or seeking your next administrative position within an industry leader?... Joining our Operations Team within this newly-formed position, you will be crucial in supporting the Operational Planning Team across a range of continuous improvement projects across the depar
Job Source: SYKES COTTAGES LTDElevation Recruitment Group
Widnes, England, United Kingdom
Based - Ditton, Cheshire Full Site based £25k -£35k 6 month Temporary role Elevation Recruitment Group are currently supporting a key Manufacturing business based in Goole, who're looking for an Operations and Purchasing Administrator. The successful candidate will need to have excellent administration experience ideally from a similar industry.
Job Source: Elevation Recruitment GroupReCulture
Liverpool
£25,000 - £28,000 pa Liverpool/Hybrid The Ideal candidate will be enthusiastic and have a can-do attitude Business Operations Administrator Location: Hybrid/LiverpoolHours: Full-time (35 hours per week) or part-time (please detail when applying) permanent Company : SupplyWell is a young and growing software company which is on a mission to change t
Job Source: ReCultureSupplyWell
liverpool, england, United Kingdom
Business Operations Administrator Location: Hybrid/Liverpool Hours: Full-time (35 hours per week) or part-time (please detail when applying) permanent Company : SupplyWell is a young and growing software company which is on a mission to change the future of education employment with our digital platform which connects schools and educators. Supply
Job Source: SupplyWellSellick Partnership
Liverpool
Unit Settlements Technical Administrator £24k - £26k Permanent, Full time Greater Manchester (hybrid-working) Unit Settlements Technical Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and
Job Source: Sellick PartnershipSellick Partnership
liverpool, england, United Kingdom
Administrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator required to join a dynamic and high-calibre organisation with endless opportunities. My client is looking for an individual looking to make the next step in their career with a leading Wealth and Investment Management organisation. Key responsibiliti
Job Source: Sellick PartnershipLiverpool
We are working with an exciting financial services business based in Liverpool city centre to recruit an Investment Operations Administrator.
Client Details
This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
Description
As Investment Operations Administrator, you will play a key in role in managing all aspects of investment administration, specifically around processing new business, ISA transfers, servicing requests, fee calculations and withdrawals. Daily duties consist of:
Ensuring the full investment administration lifecycle is delivered in accordance to company policy and procedure
Monitoring progress of new business through to completion, as well as receipt of funds and initial fees
Banking and allocation of client money, ensuring FCA guidelines are being met
Liaising with ceding ISA scheme providers to request ISA transfer monies
Processing investment/disinvestment instructions relating to new business, additional investments, reallocation and withdrawals
Carrying out all aspects of general investment and ISA administration
Competing fee and other complex calculations
Providing a timely, pro active and high quality services to clients at all times
Assisting with investigation of complex cases
Assisting with collating of information for regulatory reporting
Handling queries from clients, advisers and external service providers
Identifying risks and breaches
Processing complaints
Profile
For the Investment Operations Administrator role, we are happy to look at graduates with a relevant degree, candidates who have financial services administration experience, or candidates who are working in an investment/wealth management environment. Key skills include:
Ability to work on your own and be self-motivated
Excellent communication skills
Excellent attention to detail and work to a high level of accuracy
Experience of relevant investment administration
Solid knowledge of investment processes and knowledge of ISAs ideally
Worked in a FCA regulated environment previously
Proficient with Microsoft Office packages
Strong time management skills and ability to prioritise workloads
Strong team ethic
Job Offer
Your package will include:
Salary offering £20,000-25,000
Discretionary bonus scheme
Workplace pension
25 days holiday
Private medical insurance
Denplan, eyecare, flu vaccinations
Option for corporate ISA
And many more!
Investment Operations Administrator jobs in Liverpool
ⓘ There was an unexpected error processing your request.
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