Graduate Investment Administrator

2 weeks ago


Liverpool, United Kingdom Marshall Moore Ltd Full time

**We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training will be provided, alongside progression opportunities and study support towards relevant investment qualifications.**

**The role will involve working with sensitive client data regarding their investment accounts, and duties can range from dealing with transferring stocks and cash, opening accounts and reconciliations. It’s a brilliant role that will kickstart your career in an ever-growing industry.**

**Key responsibilities**:

- Verify client data, ensuring adherence to FCA and AML regulations
- Transfer client stocks and cash, ensuring correct documentation is held
- Follow strict processes to ensure deadlines and Service Level Agreements are met
- Use Excel to deal with large amounts of client data, extracting information and producing reports
- Dealing with complex queries for internal departments and investment managers

**Key Skills Required**:

- An interest in the investment/wealth management industry
- Advanced Excel skills are advantageous, though not necessary (Pivots, VLOOKUPs)
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
- Willingness to learn alongside a positive attitude

**Job Type**: Permanent

**Salary**: £22,000.00-£24,000.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work authorisation:

- United Kingdom (required)

Work Location: Hybrid remote in Liverpool

Reference ID: IND-MML



  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience.** **The positions offer benefits such as Private Medical Insurance and Life...


  • Liverpool, United Kingdom Marshall Moore Full time

    We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience. The positions offer benefits such as Private Medical Insurance and Life...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience.** **The positions offer study support for relevant qualifications,...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator; a great role in an investment management firm based in Liverpool. There are a number of roles available within investment operations, and they would suit either a bright graduate or someone with admin experience.** **The positions offer study support for relevant qualifications,...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for a Graduate Investment Administrator to join one of the UKs leading wealth management firms in Liverpool city centre. The role is ideal for a bright graduate, either with a genuine interest in the investment industry, or someone who is just looking to start their career in a professional, reputable environment. Full training...


  • Liverpool, United Kingdom Page Personnel Full time

    Investment Administrator - National investment administrator **About Our Client**: 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. As Investment Administrator, you will get involved in: - Providing a professional and reliable services for clients,...


  • Liverpool, United Kingdom Page Personnel Finance Full time

    We are working with an exciting financial services business based in Liverpool city centre to recruit an Investment 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...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Successful wealth management firm - Global brand **About Our Client**: Due to the company's growth, both organic and through acquisition, the firm's operations teams has a number of fixed term vacancies across different roles to support the extra workload but also work on a transition project following an acquisition. The duties for the Investment...


  • Liverpool, United Kingdom Marshall Moore Full time

    **We are currently recruiting for an Investment Administration Assistant; a unique role within investment banking, based in Liverpool. You will be working as a key part of the investment research support team, ensuring regulatory and internal policiesare adhered to.** **The Investment Administration Assistant position offers super flexible working and will...

  • Graduate Scheme

    4 weeks ago


    Liverpool, United Kingdom Agility Resoucing Full time

    I'm currently working with several forward-thinking organisations that due to steady growth are looking to speak with academic graduates looking for a career in Investment, Accounting, Analysis, Finance, or other related fields . Junior Commercial Finance Analyst Junior Insolvency Agent Tax Trainee Graduate Trainee Accountant Finance Grad ...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for an Investment Administrator to join a prestigious investment management firm in Liverpool City Centre. The role is based in city centre offices and offers hybrid working. There are multiple roles available within various different teams, so plenty of opportunity to find a role that suits your skillset.** **Role...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **We are currently recruiting for an Investment Administration Assistant; a unique role within investment banking, based in Liverpool. You will be working as a key part of the investment research support team, ensuring regulatory and internal policies are adhered to.** **The position offers super flexible working and will involve some early morning and...

  • Graduate Analyst

    4 weeks ago


    Liverpool, United Kingdom Resource Solutions Full time

    **Job Title**:Graduate Analyst **Location**:Liverpool **Contract**:Permanent **Working Style**:Hybrid (3 days in the office) **Please be advised all applicants must have full Right to work in the UK and not require Sponsorship** **Opportunity Overview**:Do you have a degree in Finance, Economics or Maths & ready to "invest" in your new career with one...

  • Graduate Scheme

    4 weeks ago


    Liverpool, United Kingdom Agility Resoucing Full time

    I'm currently working with several forward-thinking organisations that due to steady growth are looking to speak with academic graduates looking for a career in Investment, Accounting, Analysis, Finance, or other related fields . Upcoming roles are as follows: Junior Commercial Finance Analyst Junior Insolvency Agent Tax Trainee Graduate Trainee...


  • Liverpool, United Kingdom Page Personnel - UK Full time

    Investment Administrator - National investment administrator **About Our Client**: 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. As Investment Administrator, you will get involved in: - Providing a professional and reliable services for clients,...


  • Liverpool, United Kingdom Marshall Moore Full time

    **We are currently recruiting for a Front Office Investment Administratorto join a wealth management company based in Liverpool city centre. This is the ideal role for someone with administration experience in the financial planning sector. The rolewill offer a mixture of working in city centre offices and working from home.** **Responsibilities for the...


  • Liverpool, United Kingdom Marshall Moore Ltd Full time

    **Company Benefits**: - Clear career progression - Newly renovated Liverpool city centre offices - Competitive salary, including increases when exams are passed - Private Medical Insurance - A super friendly and supportive culture **Role responsibilities**: - Responding to technical investment queries from clients - Provide administrative support -...


  • Liverpool, United Kingdom Marshall Moore Full time

    A great opportunity has become available within a Liverpool City Centre based investment firm for a bright and career focused candidate. The Graduate Events Co-ordinator role involves working as part of a specialised, technical administration team, and the ideal candidate will be enthusiastic and willing to learn. Benefits: high pension contributions,...

  • Graduate Scheme

    1 month ago


    Liverpool, United Kingdom Agility Resourcing Full time

    **Salary**: £20000 - £26000 per annum **Location**: United Kingdom,-Liverpool **Job Type**: Permanent **Description**: Agility is currently working with several forward-thinking organisations that due to steady growth are looking to speak with academic graduates looking for a career in **Investment, Accounting, Analysis, Finance, or other related...


  • Liverpool, United Kingdom Marshall Moore Full time

    A great opportunity has become available within a Liverpool City Centre based investment firm for a bright and career focused candidate. The Graduate Events Co-ordinator role involves working as part of a specialised, technical administration team, and the ideal candidate will be enthusiastic and willing to learn. Benefits: high pension contributions,...