Investment Operations Administrator

7 months ago


Glasgow, United Kingdom Meraki Full time

Meraki Talent are seeking a Financial Services professional who has gained experience within a client vetting function for a permanent opportunity within Glasgow. Applicants should have come from a compliance background, where they have gained exposure within AML and KYC requirements.

As part of this varied role you will be required to;
- Checking and verifying onboarding documents
- Liaising with the front office, to gather required information, whilst ensuring a high client service level
- Liaising with clients by telephone and written communication
- Carry out second checking on tasks
- Updating in house systems with accurate client data

This role will require applicants to demonstrate they can work accurately, whilst meeting set deadlines. Additionally, applicants must have first class communication skills, and be comfortable in liaising with senior managers. Strong MS Office skills are also required, especially MS Excel. Applicants should have worked within Financial Services, ideally investment operations where they have gained experience in processing accurate data in line with FCA regulations. It is essential that applicants can follow processes and summarise complex data, providing MI reports when required.

This is a permanent opportunity to join a leading investment management firm.

Excellent Salary and a flexible benefits package

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Operations, KYC, AML, Compliance, Investments
- 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”_
- _
- Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’_



  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    About the BusinessQuilter, a leading wealth management firm, has been a trusted partner for individuals and families for over 250 years. With a presence throughout the UK, Ireland, and Channel Islands, we offer expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning.We are part of Quilter...


  • Glasgow, Scotland, United Kingdom Quilter Full time

    About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised...


  • Glasgow, United Kingdom Quilter Full time

    About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service...


  • Glasgow, United Kingdom Idex Full time

    One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow. Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth management focused role. This opportunity would suit somebody who is...

  • Wealth Planning

    5 months ago


    Glasgow, United Kingdom EB Recruitment Ltd Full time

    **EB Recruitment has a fantastic opportunity for an Administrator to join the Wealth Planning team of a growing legal firm in Glasgow City Centre.** This role will focus on providing effective administrative support to the Financial and Wealth Planning team to ensure an efficient processing of business and to deliver a high quality service to clients. -...


  • Glasgow, Glasgow City, United Kingdom Aviva plc Full time

    Pension and Investment Administrator RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will be responsible for processing customer and IFA requests received via various channels. You will work in a controlled environment, ensuring excellent service levels while adhering to regulatory and client...


  • Glasgow, Glasgow City, United Kingdom Aviva Full time

    About the Role:This is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will play a key role in processing customer and IFA requests, ensuring accuracy and attention to detail in a fast-paced environment.Key Responsibilities:Process customer and IFA requests in a timely and accurate mannerEnsure compliance with...


  • Glasgow, Glasgow City, United Kingdom Aviva Full time

    Ambitious Professionals Wanted!This exciting opportunity as a Pension and Investment Administrator is now available in our innovative team at Aviva. We're looking for talented individuals who are passionate about delivering exceptional results and contributing to the success of our Savings and Retirement business.You'll have the chance to develop your skills...


  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    About QuilterWe are a leading provider of wealth management services to individuals and families.Job OverviewThis is a role for an experienced administrator looking to work in the investment management industry.The RoleYou will assist three Investment Managers and work alongside a very experienced administrator who has been with our company for several...


  • Glasgow, United Kingdom Glasgow School of Arts Full time

    **Operations Administrator (0.6 FTE)** **Technical Support Department** **Glasgow campus based** **£26,444 - £29,605 per annum, pro rata** **Permanent** Applications are invited for an **Operations Administrator (0.6 FTE) within the Technical Support department at Glasgow School of Art).** The Technical Support Department is a welcoming and...

  • Operational Risk

    5 months ago


    Glasgow, United Kingdom CAPCO Full time

    **Operational Risk Associate - Investment Banking - 2+ years** **Location - Glasgow 2/3 days a week commutable from surrounding areas - (inc Edinburgh etc)** **About Capco** We are: - Experts in capital markets, banking and payments and wealth and asset management - Deep knowledge in financial services offering, including e.g. Finance, Risk and...


  • Glasgow, United Kingdom CAPCO Full time

    Fixed Income Operations - Investment Bank at Capco UK - Glasgow Fixed Income Operations (1+ Years Experience) – Financial Services Location - Glasgow 2/3 days a week commutable from surrounding areas – (inc Edinburgh etc) Joining Capco means joining an organisation that is committed to an inclusive working environment where you’re...


  • Glasgow, United Kingdom Incremental Group Full time

    **Company Description** Company Overview** Are you ready to drive digital transformation in an exciting and innovative environment? Incremental Group, part of Telefónica Tech UK&I, is a trailblazing digital transformation provider dedicated to helping organizations revolutionise their services through digital channels, resulting in cost savings,...


  • Glasgow, Glasgow City, United Kingdom JohnstonGreer Ltd Full time

    Pensions and Investments AdministratorJohnstonGreer Ltd is seeking an experienced Administrator to join their team in a Financial Planning environment. The successful candidate will be responsible for maintaining and updating back-office databases, operating across Pensions and Investments.Key Responsibilities:Maintain and update back-office databaseThe...

  • Operational Risk

    6 months ago


    Glasgow, United Kingdom CAPCO Full time

    **Operational Risk - Investment Banking - 4+ years - up to £45,000** **Location - Glasgow 2/3 days a week commutable from surrounding areas - (inc Edinburgh etc)** **About Capco** We are: - Experts in capital markets, banking and payments and wealth and asset management - Deep knowledge in financial services offering, including e.g. Finance, Risk and...

  • Fund Administrator

    7 months ago


    Glasgow, United Kingdom Meraki Full time

    Fund Administration - NAV Pricing - Operations Analyst Meraki Talent’s financial services client is actively looking for a Fund Administration professional to work with their expanding Pricing and Valuations team. The Fund Administrator will be responsible for ensuring NAV production is completed accurately, whilst adhering to set timescales. This would...


  • Glasgow, Glasgow City, United Kingdom Cornmarket Full time

    Job Title: Administration AssistantWe are seeking an experienced and skilled Administration Assistant to join our operations team at Cornmarket Group Financial Services. The ideal candidate will have a strong background in administration and customer service, with the ability to maintain accurate records and provide excellent support to our team of...


  • Glasgow, United Kingdom easyJet Full time

    Cabin Services Operational Administrator - BRS, BFS, GLA & EDI- Hybrid easyJet flies on more of Europe’s most popular routes than any other airline and carried more than 96 million passengers in 2019 - more than 16 million travelling for business. The airline has over 300 aircraft on nearly 1000 routes to more than 150 airports across 35 countries. Over...


  • Glasgow, United Kingdom Recruit UK Full time

    A dynamic opportunity has emerged for a dedicated and detail-oriented Financial Services professional to join a thriving Investment Management & Wealth Management firm. A 12 month fixed-term contract has opened up within their Portfolio department in Glasgow, offering a 12-month fixed term contract with a salary up to £30,000. This position is pivotal in...


  • Glasgow, Glasgow City, United Kingdom Genpact Full time

    Genpact (NYSE: G) is a leading provider of professional services and solutions, shaping the future through our work. Our team of 125,000+ professionals across 30+ countries is driven by our pursuit of excellence and our commitment to delivering lasting value to clients.Job OpportunityWe are inviting applications for the role of Operations Administrator in...