Adaptable Recruitment is proud to be partnering with a well-established financial services organisation to recruit a Senior Investment Technician. This is an excellent opportunity for an experienced investment operations professional to step into a senior role within a fast-paced dealing environment, offering strong exposure across the full trade lifecycle and the chance to play a key role within a growing team.
Salary: £30,000 - £38,000 Depending on Experience
Holidays: 25 days + Bank Holidays
Location: Liverpool - Hybrid Working (4 days office-based)
Working: Full Time | Permanent
The Role:
As a Senior Investment Technician, you'll take ownership of investment dealing processes from instruction through to settlement and reconciliation. Acting as a senior point of contact within the team, you will also support complex queries, provide guidance, and help drive operational excellence.
Main Responsibilities to Include:
1. Process and validate investment transactions including purchases, sales, switches, and re-registrations
2. Place and manage trade approvals with platforms, discretionary fund managers (DFMs), and investment providers
3. Monitor contract notes and settlement timelines to ensure timely completion
4. Accurately post trades, charges, and income into internal systems
5. Investigate and resolve failed or delayed settlements