Investment Operations Specialist

  • Ref: EHX9874
  • Industry: Financial Services
  • Categories: Wealth & Investment Management
  • Location:
  • Salary:
  • Type: Permanent

About the Role

Do you have a genuine passion for the investment industry?

Are you IOC qualified or working towards?

This could be the perfect role for you! A unique opportunity has arisen for an Investment Operations Specialist to join a vibrant company based in central Liverpool offices. This is the ideal role for someone with a good investment ops background. Alongside a friendly environment, this role can offer fantastic benefits including a discretionary bonus scheme, death in service and private medical insurance.

Responsibilities for the Investment Operations Specialist include:

  • Help with the full investment administration process
  • Allocate Client Money
  • Liaise with ISA providers
  • Complete complex fee calculations
  • Identify risk

Requirements for the Investment Specialist:

  • Excellent communication
  • Good understanding of Investment Operations
  • IOC qualified ideally (or willing to work towards)
  • Analytical problem-solving skills

This is a varied role and it is a fantastic opportunity to join a reputable Liverpool city centre based firm that encourages career development. We have worked with this company for a number of years, and we always receive excellent feedback from candidates; they describe the culture as 'sociable and supportive'.

So what are you waiting for? This is an opportunity you don’t want to miss - apply now!

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