Investment Operations Administrator


Company:	Search Consultancy LTD
Salary:	Not specified
Hours:	Full-time
Location:	Liverpool, L3 9SJ
Working pattern:	On-site
Job type:	Permanent
Posting date:	20 Aug 2026
Closing date:	18 Sept 2026

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Summary

Liverpool City Centre

⏰

Full-Time, Permanent

Monday to Friday

Are you looking to build your career within Financial Services? Do you have experience in financial services administration and enjoy working in a detail-oriented, fast-paced environment?

We're recruiting for an

Investment Operations Administrator to join a well-established and growing financial services organisation based in

Liverpool City Centre.

This opportunity is ideally suited to candidates with

1-2 years' experience within a financial services administration role, who are looking to further develop their career within investments and wealth management.

The Role

As an Investment Operations Administrator, you'll be responsible for supporting the administration of investment products and client accounts, ensuring a high standard of service and compliance is maintained at all times.

Key duties will include:

Processing investment new business applications from start to finish

Managing ISA transfers and liaising with third-party providers

Processing investments, disinvestments, withdrawals, and additional contributions

Banking and allocation of client monies in line with regulatory requirements

Completing fee calculations and other administrative tasks accurately

Handling enquiries from clients, advisers, and third-party providers via phone and email

Maintaining and updating client records

Supporting regulatory reporting and assisting with complex case investigations

Working collaboratively with internal teams to ensure excellent client outcomes

Identifying and reporting risks, complaints, and breaches where required

About You

To be considered for this role, you will have:

1-2 years' experience within a Financial Services administration role

Knowledge of investments, wealth management, pensions, or ISA products

Excellent attention to detail and accuracy

Strong written and verbal communication skills

Good knowledge of Microsoft Office, including Excel, Word, and Outlook

Strong organisational and time management skills

A proactive approach with the ability to work effectively within a team

Understanding of financial services regulations would be advantageous

Desirable

CISI Investment Operations Certificate or equivalent qualification

What's on Offer?

✅ Permanent, full-time position

✅ Monday to Friday working pattern

✅ Liverpool City Centre location

✅ Supportive team environment

✅ Excellent opportunity for career progression within Financial Services

If you're interested in this opportunity, please

apply now or send your CV directly to

jessica.haslam@search.co.uk.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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