Investment Administration Manager
Liverpool, Merseyside
Competitive salary – Dependant on experience
Role Summary:
Liverpool based Financial Services organisation are seeking an experienced and proactive Investment Administration Manager to oversee the daily operations and development of the Investment administration team in Liverpool. This is a key leadership role focused on ensuring operational excellence, delivering outstanding client service, and driving continuous improvement across investment administration processes.
As the first point of escalation, you will be responsible for coaching team members, ensuring compliance with regulatory frameworks, and promoting a high-performance culture. If you thrive in a fast-paced environment and have a passion for process improvement and people development, we want to hear from you.
Key Responsibilities:
* Manage and develop a high-performing operations team
* Oversee investment admin processes (including ISAs & discretionary portfolios)
* Act as escalation point for complex queries and complaints
* Ensure quality control, regulatory compliance, and continuous improvement
* Lead team training and performance reviews
What You’ll Need:
* Strong people management experience in an investment operations role
* Knowledge of AML, GDPR, and back-office investment processes
* Excellent communication, organisation, and decision-making skills
* Proficiency in MS Office & Adviser Office
* CISI Investment Operations Certificate (or equivalent) – essential
Apply now to join a forward-thinking team and make an impact in a dynamic financial services environment. Please click to apply:
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