Investment Operations Specialist

1 week ago


Birmingham, Birmingham, United Kingdom Margetts Fund Management Ltd Full time
Margetts Fund Management Ltd

We are offering a highly competitive salary of £30,000 - £40,000 per annum for this role.

About the Role

A Diligent and Conscientious Investment Operations Specialist is sought to work in a professional office environment at Margetts Fund Management Ltd, delivering high-quality work against tight timescales.

This role requires critical thinking, initiative, and effective communication with team members and management.

  • Process and authorise investor instructions to buy, sell, and transfer shares.
  • Identify potential issues and liaise with other departments.
  • Maintain client and adviser details.
  • Place and confirm investment trades.
  • Allocate work through categorisation of mail items.
  • Cover general office duties as required.

High attention to detail, logical approach, and ability to work to tight deadlines are essential.

Relevant experience in financial services or regulatory-based roles is beneficial.

The company supports professional development and relevant qualifications.

The package includes discretionary bonuses, pension contributions, death-in-service benefit, and private healthcare.

Benefits

Our comprehensive benefits package reflects our commitment to supporting your career development and overall well-being.

What We Offer

Margetts Fund Management Ltd is dedicated to providing a supportive and inclusive work environment that fosters growth and opportunities for its employees.



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