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Senior investment technician

Birkenhead
ADAPTABLE RECRUITMENT LTD
Technician
Posted: 29 April
Offer description

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:
* Process and validate investment transactions including purchases, sales, switches, and re-registrations
* Place and manage trade approvals with platforms, discretionary fund managers (DFMs), and investment providers
* Monitor contract notes and settlement timelines to ensure timely completion
* Accurately post trades, charges, and income into internal systems
* Investigate and resolve failed or delayed settlements
Technical Oversight & Risk
* Act as an escalation point for complex or high-risk trade queries
* Ensure all activity complies with scheme rules and internal risk controls
* Maintain strong audit trails across all dealing activity
* Support internal and external audit requirements
Stakeholder Management
* Liaise with advisers, custodians, platforms, and internal teams
* Provide regular updates on trade progress and settlement status
* Support the resolution of investment-related queries and service issues
Team & Process Development
* Support quality assurance and checking processes within the team
* Mentor and coach junior team members
* Contribute to process improvement initiatives
* Assist with system enhancements and workflow optimisation
About You:
Essential Experience
* Strong understanding of the full trade lifecycle (instruction, execution, settlement, reconciliation)
* Experience working with funds, ETFs, listed securities, and investment platforms
* Proven ability to manage high volumes of work within SLA-driven environments
* High attention to detail with a strong risk and control mindset
* At least 3 years' experience within investment operations or a related role
* Exposure to non-standard investments and handling complex transactions
* Experience working with DFMs
Desirable
* Knowledge of FCA regulations and Consumer Duty principles
* Experience using dealing systems or wrap platforms
* Progress towards or completion of an investment qualification (e.g., CII R02, CISI)
* Experience with unlisted assets, fund suspensions, or investment lifecycle events such as liquidations
The Ideal Candidate:
* Technical accuracy and attention to detail
* Strong analytical and problem-solving skills
* Risk-aware approach
* Effective stakeholder communication
* Ability to mentor and develop others
* Resilience and strong organisational skills

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