Investment Operations Specialist
1 week ago
We are offering a highly competitive salary of £30,000 - £40,000 per annum for this role.
About the RoleA 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.
BenefitsOur comprehensive benefits package reflects our commitment to supporting your career development and overall well-being.
What We OfferMargetts 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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