Purpose of the Role The Senior Investment Operations Administrator plays a critical role in supporting Investment Managers and Directors by delivering high-quality, complex operational and administrative support. The role ensures the effective execution of investment-related processes, maintains operational excellence, and upholds regulatory and governance standards. As a senior team member, the role also contributes to process improvement, risk mitigation, and the development of junior colleagues. Key Responsibilities Investment & Client Operations Oversee and process complex new business, account openings, and client account amendments, ensuring accuracy, completeness, and adherence to regulatory requirements. Act as a senior operational point of contact for Investment Managers, internal stakeholders, and third-party providers to ensure seamless onboarding and ongoing servicing of client accounts. Maintain and oversee the integrity of client data across systems, ensuring high standards of data governance and documentation. Monitor, apply, and reconcile client fees, ensuring timely settlement and proactive management of departmental debtors. Conduct pre-onboarding checks and quality assurance for cases submitted to the Suitability team, ensuring consistency and adherence to firm-wide standards. Maintain and review fee tariffs for Investment Managers, Associates, and Administrators, ensuring accuracy and alignment with commercial agreements. Produce, review, and interpret operational and back-office reports, identifying issues, trends, and process improvement opportunities (e.g., Nil Commission, Sweep Errors, New Client reports). Manage professional communication with clients, providers, and internal departments, resolving complex queries and escalating issues where required. Team Leadership & Operational Oversight Provide mentoring, coaching, and on-the-job training to new starters and junior team members, supporting capability development across the team. Act as a senior operational resource, providing cover and guidance during colleague absences to ensure service continuity and operational resilience. Support team leads in embedding best practices, knowledge sharing, and continuous improvement initiatives. Process, Compliance & Risk Management Maintain accurate and compliant electronic records in line with regulatory and internal governance requirements. Review, enhance, and implement administrative processes and controls to improve efficiency, accuracy, and risk mitigation. Proactively identify and escalate potential fraud, compliance breaches, operational risks, and complaints in accordance with internal escalation frameworks. Ensure all activities comply with FCA regulations, internal policies, and firm governance standards, acting as a role model for best practice. General Responsibilities Undertake additional duties and projects as required by the Head or Deputy Head of Customer Support, including participation in departmental initiatives and change programmes. Skills, Experience & Qualifications Significant experience in financial services administration - essential, with a strong preference for investment administration or wealth management operations. Excellent written and verbal communication skills, with the ability to engage professionally with senior stakeholders and clients. Proven ability to work autonomously, manage competing priorities, and deliver high-quality outputs under pressure. Exceptional attention to detail and accuracy, with a strong control mindset. Calm, professional, and tactful approach within fast-paced and regulated environments. Strong organisational and stakeholder management skills with a collaborative, team-oriented approach. Flexible and proactive attitude with a strong commitment to client service excellence and operational integrity. A-level education (or equivalent) with GCSEs in English and Mathematics. Advanced computer literacy, including Microsoft Word and Excel (including formulas), and Google Workspace tools (Mail, Drive, Sheets, Docs). Desirable Experience contributing to process improvement, operational risk management, or regulatory compliance activities.