At a Glance
- Tasks: Manage regulatory reporting and improve operational processes in a dynamic financial services team.
- Company: Join a growing financial services organisation in Liverpool City Centre.
- Benefits: Enjoy a competitive salary and an excellent benefits package.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Make a real impact in investment operations while developing your skills.
- Qualifications: Strong analytical skills and experience in financial services required.
The predicted salary is between 45000 - 55000 £ per year.
A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day‑to‑day support of Investment Operations.
Key Responsibilities
- Produce, review and quality‑assure regulatory reporting and management information
- Support quarterly client reporting and annual tax reporting cycles
- Act as an escalation point for complex or technical operational queries
- Provide training and guidance on investment products, systems and procedures
- Produce and maintain business requirements and procedural documentation
- Review, enhance and streamline operational systems, processes and service standards
- Conduct casework reviews and third‑party quality assurance checks
- Support the implementation of initiatives aimed at reducing risk and improving efficiency
What We're Looking For
- Strong analytical and numerical skills
- Excellent written and verbal communication abilities
- Proven experience within financial services, ideally in an Investment Operations environment
- Good working knowledge of investment‑related regulation (e.g. ISAs, pensions, FCA CASS/COBS)
- Advanced Excel skills with experience handling and analysing large datasets
- Ability to produce clear, concise business and operational documentation
- Experience managing initiatives or process improvements end to end
- High level of attention to detail and accuracy
- Ability to work autonomously while contributing effectively within a team
Qualifications
- CISI Investment Operations Certificate (IOC) or equivalent qualification
If this role is of interest, please email your CV to adam.molyneux@search.co.uk.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Senior Investment Operations Administrator employer: Career Choices Dewis Gyrfa Ltd
Join a dynamic financial services organisation in the heart of Liverpool City Centre, where you will be part of a collaborative and innovative team dedicated to excellence in investment operations. We offer a competitive salary alongside an excellent benefits package, fostering a supportive work culture that prioritises employee growth and development through training and mentorship opportunities. Experience the unique advantage of working in a vibrant city known for its rich culture and community spirit, making your career both meaningful and rewarding.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Operations Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those in investment operations. 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-related regulations. Be ready to discuss how your experience aligns with the key responsibilities listed in the job description.
✨Tip Number 3
Showcase your analytical skills during interviews. Bring examples of how you've improved processes or handled complex operational queries in your previous roles. We love seeing real-life applications!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our team.
We think you need these skills to ace Senior Investment Operations Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Investment Operations Administrator. Highlight your experience in regulatory reporting and process improvement, as these are key responsibilities in the job description.
Show Off Your Skills:Don’t hold back on showcasing your analytical and numerical skills! Use specific examples from your past roles to demonstrate how you've used these skills effectively in an Investment Operations environment.
Be Clear and Concise:When writing your application, clarity is key. Use straightforward language and structure your points logically. This will help us see your attention to detail and ability to produce clear documentation.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Numbers
As a Senior Investment Operations Administrator, you'll need to showcase your strong analytical and numerical skills. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions or improvements in past roles.
✨Master the Regulations
Familiarise yourself with investment-related regulations like ISAs, pensions, and FCA CASS/COBS. Be prepared to discuss how these regulations impact operations and share examples of how you've navigated compliance challenges in your previous positions.
✨Showcase Your Communication Skills
Since this role involves producing clear documentation and supporting clients, practice articulating complex ideas simply. Think of examples where your communication made a difference, whether in training others or resolving operational queries.
✨Demonstrate Process Improvement Experience
Be ready to talk about initiatives you've led that improved efficiency or reduced risk. Highlight specific projects where you reviewed and enhanced operational systems, and explain the outcomes. This will show your proactive approach and attention to detail.
