Investment Administrator

3 weeks ago


Liverpool, United Kingdom Page Personnel Finance Full time

Page 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 financial services sector, the business prides itself and providing top class, regulated financialadvice, as well as being a great place to work because of its company culture and benefits package.

**Description**

This investment administrator role will include but not be limited to the following:

- To ensure the full investment administration lifecycle is delivered in accordance with our terms & conditions, internal procedures and within the relevant regulatory framework.
- Accurately process new business, monitoring progress through to completion, monitoring receipt of funds and initial fees
- Banking and allocation of client money, ensuring FCA regulatory requirements are met.
- Liaising with ceding ISA scheme providers to request ISA transfer monies, ensuring all relevant information is obtained.
- Accurately process investment/disinvestment instructions relating to new business, additional investments, reallocations and withdrawals.
- Undertake all aspects of general investment and ISA administration.
- Complete fee and other complex calculations.
- Provide a timely, pro-active and high quality service to clients at all times.
- Assist with investigation of complex cases.
- Assist with collating information for regulatory reporting.
- Handle both written and telephone enquiries from clients, advisers and 3rd party service providers.
- Identify and report risks and breaches.
- Process complaints.
- Liaise closely with other teams within Wealth at work and with 3rd party service providers.
- General administrative duties e.g. photocopying, scanning, filing.

**Profile**
- Previous experience in a similar role or relevant degree
- Experience within the financial services sector
- To be a self starter
- Good communications skills
- Knowledge of regulatory requirements relating to investments
- Good time management
- Ability to work in a team and alone
- Flexible approach
- CISI Investment operations certificate would be advantageous

**Job Offer**

This investment administrator rolle wll offer the following:

- £20,000 - £25,000 - Dependant on experience
- 25 days holiday + bank
- Fantastic pension
- Death in service
- Private medical
- Health insurance
- Bonus scheme
- Dental plan
- Flu vaccinations
- Financial education



  • 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 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...


  • 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 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 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

    **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 USS Investment Management Limited Full time

    Have you thought about building a career within Pensions administration, working with one of the largest private defined benefit pension schemes in the UK? If so, based in the iconic Royal Liver Buildings in Liverpool, we have an amazing opportunity for someone who thrives on working within a supportive and busy office environment. Our office is a vibrant...


  • Liverpool, United Kingdom Marshall Moore Full time

    Location: Liverpool Type: Permanent About the Role An excellent opportunity for someone with investment operations experience; a varied, interesting role with great career progression. The ideal candidate will be friendly, hard-working and driven - in return, the company offer a supportive culture and professional, modern offices. Company Benefits: ...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Services Administrator Based in Liverpool City Centre. **Salary**: £23,000 - £27,000 This Financial Services Administrator job opportunity in Liverpool is offering a salary of £23,000 - £27,000. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The...


  • Liverpool, United Kingdom Prestige Recruitment Group Full time

    Financial Services Administrator Based in Liverpool City Centre. **Salary**: £23,000 - £27,000 This Financial Services Administrator job opportunity in Liverpool is offering a salary of £23,000 - £27,000. Would you like to join an Independent Financial Advisors in Liverpool City Centre who will invest in your career and qualifications? The...

  • Administrator

    4 weeks ago


    Liverpool, United Kingdom Sellick Partnership Full time

    Administrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator 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 organisation. Key responsibilities of...

  • Administrator

    2 weeks ago


    Liverpool, United Kingdom Sellick Partnership Full time

    Job DescriptionAdministrator£24k12 Month Fixed Term Contract, Full timeLiverpool (hybrid-working)Administrator 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 organisation.Key...

  • Administrator

    3 days ago


    Liverpool, United Kingdom Sellick Partnership Full time

    Job Description Administrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator 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 organisation. Key...

  • Administrator

    1 month ago


    Liverpool, United Kingdom Sellick Partnership Full time

    Administrator £24k 12 Month Fixed Term Contract, Full time Liverpool (hybrid-working) Administrator 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 organisation. Key responsibilities of...

  • Pension Administrator

    1 month ago


    Liverpool, United Kingdom USS Investment Management Limited Full time

    Have you thought about building a career within Pensions administration, working with one of the largest private defined benefit pension schemes in the UK? If so, based in the iconic Royal Liver Buildings in Liverpool, we have an amazing opportunity for someone who thrives on working within a supportive and busy office environment. Our office is a vibrant...

  • Administrator

    1 month ago


    Liverpool, United Kingdom Sellick Partnership Full time

    Administrator£24k12 Month Fixed Term Contract, Full timeLiverpool (hybrid-working)Administrator 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 organisation.Key responsibilities of the...