At a Glance
- Tasks: Oversee investment transactions and support complex queries in a dynamic financial services environment.
- Company: Established financial services organisation with a supportive culture.
- Benefits: Competitive salary, hybrid working, flexible hours, and 25 days holiday.
- Other info: Opportunity to mentor junior members and improve internal processes.
- Why this job: Join a growing team and make a real impact in investment administration.
- Qualifications: 3+ years in investment administration with strong attention to detail.
The predicted salary is between 30000 - 38000 € per year.
A fantastic opportunity for someone with experience in investment administration, pensions, wealth management or financial services operations to join a growing team in a senior position with real responsibility and variety.
The Role
As a Senior Investment Technician, you will oversee investment transactions from the point instructions are received through to the point everything has been completed, paid correctly and checked for accuracy. You will act as a senior point of contact within the team, helping with more complex queries, maintaining high levels of accuracy and supporting improvements to systems and processes. The role is technical and detail-focused, but the company offers a supportive culture, flexible working arrangements and strong long-term stability.
Key Responsibilities
- Process investment transactions including purchases, sales, account transfers and investment changes
- Place and manage trades with investment platforms, fund managers and investment providers
- Monitor transaction paperwork and ensure payments and transfers are completed on time
- Ensure investments, charges and income payments are recorded accurately on the system
- Investigate and resolve delayed or failed transactions
- Support with more complex investment queries and issues
- Ensure all activity follows company procedures and compliance requirements
- Maintain accurate records and audit trails
- Liaise with advisers, investment providers and internal teams
- Provide updates on transaction progress and completion status
- Support quality checking and process improvement initiatives
- Mentor and support junior team members
- Assist with improving systems and internal workflows
What They Are Looking For:
- Strong understanding of the full investment transaction process from instruction through to completion
- Experience working within investment administration, investment operations or wealth management
- Experience dealing with funds, investment products and investment platforms
- Strong attention to detail and awareness of risk and accuracy
- Ability to manage busy workloads and work to deadlines
- At least 3 years’ experience within a similar investment-related role
- Confident communication skills and ability to work with different stakeholders
- Knowledge of Financial Conduct Authority regulations and Consumer Duty
- Experience using investment or dealing systems
- Working towards or completed investment qualifications
- Exposure to more complex or unusual investment types
Why Apply?
- Senior-level opportunity within a growing investment team
- Flexible start and finish times between 7am–6pm
- Hybrid working available
- Strong exposure across the full investment process
- Supportive and collaborative environment
- Opportunity to mentor others and improve processes
- Stable, well-established financial services business
Senior Investment Administrator in Liverpool employer: Adaptable Recruitment Limited
Join a well-established financial services organisation in Liverpool as a Senior Investment Administrator, where you will benefit from a supportive and collaborative work culture that prioritises employee growth and flexibility. With hybrid working options, flexible hours, and a commitment to mentoring, this role offers a unique opportunity to take on significant responsibilities while enjoying a stable and rewarding career in investment administration.
Contact Detail:
Adaptable Recruitment Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in investment administration. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of investment transactions and compliance regulations. We recommend practising common interview questions related to your experience in pensions and wealth management to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Senior Investment Administrator role. We’ve got all the latest opportunities listed, and it’s a great way to ensure your application gets noticed!
We think you need these skills to ace Senior Investment Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in investment administration and financial services. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Investment Administrator role. Share specific examples of your past experiences that relate to the job description.
Showcase Your Attention to Detail:Since this role is all about accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, so let that shine through in your application!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Adaptable Recruitment Limited
✨Know Your Investment Processes
Make sure you brush up on the full investment transaction process. Be ready to discuss your experience with purchases, sales, and account transfers. This will show that you understand the role and can hit the ground running.
✨Showcase Your Attention to Detail
Prepare examples that highlight your strong attention to detail. Discuss how you've ensured accuracy in past roles, especially when dealing with complex queries or compliance requirements. This is crucial for a Senior Investment Administrator.
✨Communicate Confidently
Practice your communication skills! You’ll need to liaise with various stakeholders, so be prepared to demonstrate how you’ve effectively communicated in previous roles. Think of specific instances where your communication made a difference.
✨Be Ready to Discuss Improvements
Think about any process improvements you've implemented in your previous roles. Be ready to share these experiences during the interview, as the company values candidates who can contribute to enhancing systems and workflows.
