Senior Investment Operations Administrator

Are you an experienced Administrator with exceptional attention to detail? Do you have previous experience working in the Financial Services sector / Investment Operations? This could be the role for you!

An opportunity has arisen to join a Cotswold-based organisation as a Senior Investment Operations Administrator. Based in the office 2 days per week, this role offers up to £40,000 (DOE) and a chance to make a significant impact in the smooth running of operations by providing essential administrative support.

In the role of Senior Investment Operations Administrator, you’ll be responsible for:

• Providing administrative support for the Senior Investment Operations Team, ensuring all tasks are completed within agreed SLAs.
• Acting as first point of contact for financial planners and their supporting teams for investment operation queries.
• Maintaining and updating the internal Investment Platform and CRM system, providing updates to relevant stakeholders.
• Onboarding and offboarding clients, informing providers, and managing fees.
• Ensure the day-to-day ongoing needs of clients and financial planners are met, ensuring compliant and timely resolutions to any queries.

We’d love to hear from you if you have the following:

• At least 2 years of investment operations experience within Financial Services.
• Ability to manage multiple projects at once and prioritise effectively.  
• Excellent verbal and written communication skills with stakeholders of all levels.
• Proficiency in Microsoft Office and experience using CRM systems effectively.

The Role:

As Senior Investment Operations Administrator, you’ll play a pivotal role in ensuring the smooth running of the Investment Operations Team administrative tasks. Acting as first point of contact for a diverse portfolio of high-profile projects, you’ll be responsible for meeting the ongoing needs of clients and financial planners, providing timely resolutions to queries and maintaining various platforms with accurate information.

The Company:

Joining this team means becoming part of a company that prides itself on transparency, open communication, and a commitment to client satisfaction. The company’s independent status and unique approach to financial planning set it apart, providing bespoke solutions tailored to clients' lifestyle needs. The collaborative and inclusive work environment encourages continuous learning and professional development.

How To Apply:

If you are ready to take on this exciting challenge and believe you have the skills and experience to excel as a Senior Investment Operations Administrator, we would love to hear from you. Apply now, or get in touch with Niche Recruitment with any questions.