Investment Administrator

3 weeks ago


Liverpool, United Kingdom Page Personnel Finance Full time

We have a number of permanent and fixed term roles for the operations function of a wealth management firm based in Liverpool.

**Client Details**

This is a successful investment company with a strong presence in the sector. They have won numerous awards for its service and development of staff.

**Description**

As Investment Administrator, you will get involved in:

- Providing a professional and reliable services for clients, investment managers, advisers and product providers
- Meeting relevant SLAs and regulatory requirements
- Working all administrative tasks required by your team's procedures manual
- Supporting continuous improvement through identifying and resolving issues and standard operating procedures
- Working to relevant group data governance framework and ensuring that data quality and integrity is maintained
- Be aware of conduct rules, CASS related processes

**Profile**
- Strong organisational and time management skills
- High level of accuracy and attention to detail
- Able to learn quickly with strong communication skills
- Strong relationship building skills
- Strong team player and able to work efficiently in a fast paced environment

**Job Offer**

On offer for the Investment Administrator roles are:

- Permanent and fixed term
- £22,000 salary
- Pension
- 25 days holiday
- Hybrid working with 35 hr week
- Salary sacrifice schemes
- And many more



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