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Investment Operations Specialist

  • Ref: EHX976
  • Industry: Financial Services
  • Location:
    Liverpool
  • Salary:
    Competitive Salary
  • Type: Permanent

About the Role

Calling all candidates with investment administration experience!

Are you looking for the next step in your career?

Look no further! We are currently recruiting for an Investment Operations Specialist to join a successful wealth management company based in Liverpool city centre. This is a varied role that requires strong attention to detail and a positive attitude - you will be working in a fast paced team that is friendly and supportive of your career goals.

Duties for the Investment Operations Specialist include:

  • Ensure the full investment administration cycle is delivered in accordance with FCA regulations
  • Process new business requests
  • Working with ISAs - liaising with external providers and transferring funds
  • Process various investment instructions

Essential requirements:

  • Strong administration skills ideally from an investment background
  • IOC qualification beneficial
  • Excellent communication skills
  • Confident and personable attitude

This is a fantastic opportunity for an experienced financial services candidate to progress their career in a well-respected company that offers fantastic benefits including private medical insurance. So, if you think you have the necessary experience for the Investment Operations Specialist please apply now!

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