Senior Investment Operations Administrator

Posted: 29/05/26 Recruiter: Search Reference: 3115436505 Type: Permanent Salary: Competitive Location: City, Liverpool Description:
Senior Investment Operations Administrator

• Location: Liverpool City Centre


• Hours: Monday\-Friday, 9am\-5pm


• Salary: Competitive (DOE)


• Benefits: Excellent benefits package

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 (url removed).

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.

This listing is from indeed. View original listing ↗