Senior Investment Operations Administrator
Posted on May 29, 2026 by CV-Library
Liverpool, Merseyside, United Kingdom
Admin & Secretarial
Immediate Start
Annual Salary
Full-Time
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 efficiencyWhat 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 teamQualifications
CISI Investment Operations Certificate (IOC) or equivalent qualificationIf 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
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 efficiencyWhat 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 teamQualifications
CISI Investment Operations Certificate (IOC) or equivalent qualificationIf 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
Reference: 225170193
https://jobs.careeraddict.com/post/113308167
Senior Investment Operations Administrator
Posted on May 29, 2026 by CV-Library
Liverpool, Merseyside, United Kingdom
Admin & Secretarial
Immediate Start
Annual Salary
Full-Time
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 efficiencyWhat 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 teamQualifications
CISI Investment Operations Certificate (IOC) or equivalent qualificationIf 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
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 efficiencyWhat 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 teamQualifications
CISI Investment Operations Certificate (IOC) or equivalent qualificationIf 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
Reference: 225170193
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