Investment Operations Administrator
2 days ago
My client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus scheme which is paid monthly.
The Investment Operations Administrator provides a critical service and is responsible for all aspects of investment administration fee calculations or ISA transfers, the role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged.
The main duties and responsibilities include
- Accurately process new business, monitoring progress through to completion, monitoring receipt of funds and initial fees
- Liaising with ceding ISA scheme providers to request ISA transfer monies, ensuring all relevant information is obtained.
- Complete fee and other complex calculations.
- Handle both written and telephone enquiries from clients, advisers and 3rd party service providers.
Essential skills
- Strong written and verbal communication skills
- Customer focused attitude
- Ability to work to deadlines
- Time management
-
Investment Operations Administrator
7 months ago
Liverpool, United Kingdom PP Associates Full time**Duration**: Permanent **Location**: Liverpool City Centre / Office based **Sector**: Accounts & Finance / Financial Services Do you have Strong Administration skills from within a professional services environment and are seeking a role within Financial Services? If so, please read on: A highly regarded and well-established Wealth Management / Pensions...
-
Investment Operations Administrator
4 days ago
Liverpool, United Kingdom Search Consultancy Full timeMy client based in Liverpool City Centre is looking to recruit Investment Operations Administrator on a permanent basis. The working hours are 40 hour week between the hours of 9:00am and 5:30pm. The basic salary is also supported by a generous bonus schemewhich is paid monthly. The Investment Operations Administrator provides a critical service and is...
-
Investment Operations Administrator
5 days ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **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...
-
Investment Operations Administrator
7 months ago
Liverpool, United Kingdom Page Personnel Full timeLeading business in its sector - Exciting, growing financial services business **About Our Client**: 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...
-
Investment Administrator
7 days ago
Liverpool, United Kingdom Purchasing Professionals Full time**Investment Operations Administrator - Competitive salary + excellent benefits.** **To be considered for this role, applicants will have a good understanding of investment processes and discretionary investment management, including a knowledge of ISAs. **Purchasing Professionals is pleased to be working with a specialist provider of regulated financial...
-
Investment Operations Administrator
2 days ago
Liverpool, United Kingdom Marshall Moore Full time**Are you a self-motivated individual looking for a role in administration?** **Do you have strong organisational and time management skills with the ability to work under tight deadlines?** **If so this is the perfect role for you! We are currently recruiting for an Investment Operations Administrator to join a reputable firm in Liverpool City Centre. The...
-
Investment Administrator
3 days ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe 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...
-
Investment Administrator
2 days ago
Liverpool, United Kingdom Page Personnel Finance Full timePage personnel are working hand in hand with this leading wealth specialist to recruit for a Investment administrator to join their busy and growing team in Liverpool city centre. **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...
-
Graduate Investment Administrator
7 months ago
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...
-
Investment Administrator
4 days ago
Liverpool, United Kingdom Marshall Moore Full time**Are you looking for an exciting new challenge?** **Do you have strong administration skills?** **We are currently recruiting for an Investment Administrator to join a successful investment company based in Liverpool city centre. This is a varied role that requires strong attention to detail and a positive attitude; whilst this is initially a12 month FTC,...
-
Graduate Investment Administrator
7 months ago
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,...
-
Graduate Investment Administrator
7 months ago
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,...
-
Investment Operations Specialist
2 days ago
Liverpool, United Kingdom Marshall Moore Full time**Are you looking for the next step in your career?** **Look no further! We are currently recruiting for an Investment Operations Specialist to join a successful wealth management company based in Liverpool city centre. This is a varied role that requires strong attention to detail and a positive attitude - you will be working in a fast paced team that is...
-
Investment Administrator
7 months ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for an Investment Administrator; a unique role in a wealth management firm based in Liverpool. You will be working alongside financial advisors, completing investment administration and liaising with clients** **The position offers study support for the Diploma in Financial Planning, alongside other benefits such as Private...
-
Investment Administrator
7 months ago
Liverpool, United Kingdom Marshall Moore Ltd Full time**We are currently recruiting for an Investment Administrator; a unique role in a wealth management firm based in Liverpool. You will be working alongside financial advisors, completing investment administration and liaising with clients** **The position offers study support for the Diploma in Financial Planning, alongside other benefits such as Private...
-
Investment Banking Administrator
4 days ago
Liverpool, United Kingdom Marshall Moore Full time**Do you have experience in banking?** **Do you want to study towards professional qualifications?** **We are currently recruiting for an Investment Banking Administrator to join a reputable firm in Liverpool City Centre. The role is based in central offices and offers a friendly working environment alongside an excellent benefits package includingWFH,...
-
Graduate Investment Administrator
1 day ago
Liverpool, United Kingdom Marshall Moore 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...
-
Investment Stocks Administrator
1 day ago
Liverpool, United Kingdom Page Personnel Finance Full timePage Personnel are working hand in hand with this UK based wealth management business to recruit for a Investment Stocks Administrator for their busy Liverpool office. This role would suit someone with previous financial services experience or a graduate looking to kick start their career in the sector. **Client Details** This business is one of the UK's...
-
Investment Administrator
3 days ago
Liverpool, United Kingdom Meraki Full timeMeraki Talent are seeking Financial Services Administrators to join an Investment Management firm in the heart of Liverpool’s Financial Services district. This is initially a 12month fixed term contract, however likely to extend beyond this term. Key duties include; - Processing accurate client data - Updating in house systems with accurate client date -...
-
Operations Administrator
5 days ago
Liverpool, United Kingdom Sellick Partnership Full time**Operations Administrator** **£20k-£22k** **Fixed Term Contract, Full time** **Liverpool (hybrid-working)** Operations Administrator is 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...