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For Companies At a Glance
- Tasks: Oversee investment transactions and support complex queries in a dynamic financial environment.
- Company: Established financial services organisation with a supportive culture.
- Benefits: Competitive salary, flexible working hours, hybrid options, and 25 days holiday.
- Other info: Mentorship opportunities and a stable work environment await you.
- 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.
Adaptable Recruitment is proud to be partnering with a well-established financial services organisation to recruit a Senior Investment Technician. This is 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
Desirable Experience:
- 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 LTD
Contact Detail:
ADAPTABLE RECRUITMENT LTD 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 requirements. We recommend practising common interview questions related to your experience in pensions and wealth management.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've successfully managed complex investment queries or improved processes in your previous roles. This will highlight your fit for the Senior Investment Administrator position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 is tailored to the Senior Investment Administrator role. Highlight your experience in investment administration and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your experience with investment transactions and how you've handled complex queries in the past. We love a good story!
Showcase Your Attention to Detail: Since this role is all about accuracy, make sure to showcase your attention to detail in your application. Whether it's through your CV format or the way you present your achievements, we want to see that you take pride in getting things right.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best experience possible. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at ADAPTABLE RECRUITMENT LTD
✨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. The more specific examples you can provide, the better!
✨Showcase Your Attention to Detail
Since this role is detail-focused, prepare to demonstrate how you've maintained accuracy in past roles. Bring examples of how you've handled complex queries or resolved issues, as this will highlight your problem-solving skills.
✨Familiarise Yourself with Compliance
Understanding Financial Conduct Authority regulations is a plus. Do some research on these regulations and be prepared to discuss how they impact investment administration. This shows you're proactive and knowledgeable about the industry.
✨Communicate Confidently
You'll need to liaise with various stakeholders, so practice your communication skills. Think about how you can convey complex information clearly and concisely. Role-playing with a friend can help you feel more confident during the actual interview.