Investment Operations Administrator - Liverpool
Location: Liverpool, United Kingdom
Client: Ascentia Partners
Job Category: Other
EU work permit required: Yes
Posted: 26.08.2025
Expiry Date: 10.10.2025
Job Description:
We are seeking an Operations Administrator to join the Digital Services team within a reputable Financial Services company in Liverpool. The role involves managing ISA transfers, monthly corporate payroll files, reconciliation, manual payments, and supporting digital investment services.
The ideal candidate is results-driven, inquisitive, organized, and eager to develop industry knowledge. Opportunities include process improvement, project involvement, and supporting digital developments.
Desired Skills:
* Knowledge of Investment products such as ISAs
* Understanding of regulatory requirements related to investments
* Strong time management skills with the ability to prioritize and handle urgent issues
* Proficiency in Microsoft Office (Excel, Word, Outlook)
* CISI Investments Operations Certification or similar (desirable but not mandatory, with support for certification)
Key Responsibilities:
* Reconciling and processing bulk transfer files, client care transfers, payroll files, and crediting employee contributions
* Supporting administrative functions like manual payments, ISA transfers, account access, and subscriptions
* Providing technical support for online non-advised services
* Handling inquiries from clients, advisers, and third-party providers
* Reporting risks, breaches, and process complaints
This role is based in Liverpool, requiring five days per week in the office. Candidates needing sponsorship to work in the UK are not suitable.
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