Financial Operations Administrator

4 weeks ago

Whiteley, Hampshire, United Kingdom mbf Full time
Position Overview

Mbf is collaborating with a prominent, award-winning firm in the investment management and financial advisory sector to find a skilled Financial Operations Administrator. This organization has a strong national footprint and is recognized as a leader in the industry, having experienced significant growth in recent years.

This role presents an excellent opportunity to join a pioneering company that prioritizes excellence and innovation.

Key Responsibilities:

As a Financial Operations Administrator, you will be instrumental in overseeing financial portfolios and ensuring adherence to regulatory standards. Your primary duties will encompass:

  • Client Service Excellence: Placing the client at the forefront of your efforts and delivering outstanding service.
  • Instruction Processing: Accurately managing instructions received through internal systems and email.
  • Trading & Settlement: Overseeing trading and settlement instructions to support in-house funds.
  • Platform Maintenance: Managing external platform upkeep, including model updates, rebalancing, and audits.
  • Reporting: Delivering precise and timely reports as needed.
  • Reconciliation: Reconciling fund and cash transactions.
  • Portfolio Management: Administering portfolio rebalances and share class conversions.
  • Problem Solving: Exhibiting strong problem-solving abilities, escalating issues when necessary, and taking responsibility for resolution.
  • Project Involvement: Engaging in initiatives aimed at enhancing systems and processes.

The ideal candidate will be results-driven, highly organized, and possess:

  • Qualifications: Preferably, completion of IOC or CII examinations.
  • Product Knowledge: Understanding of investment products such as ISAs, GIAs, and wrapped products.
  • Proactive Approach: A proactive attitude with the capability to question existing processes.
  • Passion for Service: A strong dedication to providing high-quality service.
  • Self-Starter: An individual who takes initiative in their professional development.
  • Team Player: Strong collaboration skills.

This is an exceptional opportunity to become part of a leading organization at a dynamic phase of growth. The company is renowned for offering top-notch training and support to its employees, resulting in low staff turnover.

The organization provides an attractive overall compensation package, including a competitive salary, generous vacation allowance, Group Life Insurance, Income Protection, Pension, Private Medical Insurance, study support, and a flexible benefits platform. Additionally, the company offers a hybrid working model, allowing for a combination of office and remote work.

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