Senior Investment Operations Administrator

7 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Senior Investment Operations Administrator - Hybrid (2 days per week in Cheltenham)**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
As a Senior Investment Operations Administrator, you will be providing efficient and effective dedicated administration support for the Investment Operations department. Working as part of a team, you will ensure the day-to-day ongoing needs of clients and financial planners are carried out to the highest standard and delivered within agreed SLAs.

Acting as first point of contact for financial planners and their support staff, you will handle all investment operation queries. You will also liaise with the custodian and providers for Attivo’s Investment Operations to ensure both compliant and timely resolutions to any queries.

**About you**:
You will have experience working in a similar role, having either worked for a Financial Planning business or directly with a Platform.

You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards. You may have experience of line management or delegation of task and are looking to expand on your current responsibilities.

You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.

**Key Responsibilities include**:

- Facilitate client instructions for the Investment Operations Team
- Maintain AIP and keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
- Updating client details for Investment Operations Team
- The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
- Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate
- In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
- Liaise with all Attivo client facing team to ensure best client outcomes.
- Support with MIFID statements as required

**Essential skills and experience**
- At least 2 years investment operations experience within Financial Services
- Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
- Strong responsibility and ownership to ensure our customer requests are met in full
- Prioritising and managing workload throughout the day.
- Excellent verbal and written communication skills and ability to influence stakeholders
- The ability to put yourself in the customers shoes, suggesting ways to improve our overall customer experience
- Good teamwork and recognizing opportunities to build key relationships within the organisation
- Good attention to detail
- Resilience in challenging situations

**Desirable skills and experience**
- Demonstratable experience of working with or for platforms, pension providers or custodians
- Knowledge of Microsoft and customer technology solutions
- Educated to degree level
- Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels
- Experience in leading a team and allocating workloads.

**Salary and benefits**

up to £32,500 depending on experience

**Attivo also offers**:

- Non-contributory Pension Scheme
- Private Medical Insurance
- Cashplan
- Income Protection
- Critical Illness
- Death in Service
- Parking allowance (Cheltenham only)
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Excellent culture, promoting employee wellbeing and engagement.

**Recruitment Policy**

Attivo is committed

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