AptiaManchester, 9 mi from Oldham
in the US and UK markets and will be supported by shared services in India and Portugal - helping more than seven million people live healthier and happier lives.
And we are expanding. Aptia Group is not only fuelled by our investors' backing but also...
Heat RecruitmentHarrogate, 39 mi from Oldham
Investment Operations Assistant/ MPS Assistant Harrogate/ North Yorkshire Salary range: £28,000 - £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take...
Pivotal Recruitment LtdManchester, 9 mi from Oldham
Due to continued growth our client are now seeking an operationally led Operations Director. Responsibilities: Manage the day-to-day requirements of the business with regard to Safety, Quality, Costs and Downtime Create a customer focused continuous...
EvriBury
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
EvriBury
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
Heat RecruitmentHarrogate, 39 mi from Oldham
Investment Operations Assistant/ MPS Assistant
Harrogate/ North Yorkshire
Salary range: £28,000 - £40,000 plus benefits
Company Overview:
A well-known national wealth management firm is looking for an investment operation assistant to take...
pladis Foods LimitedManchester, 9 mi from Oldham
Project Investment Manager page is loaded Project Investment Manager Apply locations Manchester time type Full time posted on Posted 21 Days Ago job requisition id JR23135
Want to help us bring happiness to the world? Want to join an ambitious...
Camino SearchManchester, 9 mi from Oldham
analytical thinking.
A keen interest in technology sectors and investments.
An innate curiosity and drive to understand diverse business models, market dynamics, and investment landscapes.
An entrepreneurial mindset, capable of autonomous operation...
Get new jobs by email!
Get email updates for the latest Investment Operations jobs in Oldham
It's free, and you can cancel email updates at any time
Investment Operations Administrator
Page Personnel | Liverpool | pagepersonnel.co.uk |
About Our Client
This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
Job Description
As Investment Operations Administrator, you will play a key in role in managing all aspects of investment administration, specifically around processing new business, ISA transfers, servicing requests, fee calculations and withdrawals. Daily duties consist of:
• Ensuring the full investment administration lifecycle is delivered in accordance to company policy and procedure
• Monitoring progress of new business through to completion, as well as receipt of funds and initial fees
• Banking and allocation of client money, ensuring FCA guidelines are being met
• Liaising with ceding ISA scheme providers to request ISA transfer monies
• Processing investment/disinvestment instructions relating to new business, additional investments, reallocation and withdrawals
• Carrying out all aspects of general investment and ISA administration
• Competing fee and other complex calculations
• Providing a timely, pro active and high quality services to clients at all times
• Assisting with investigation of complex cases
• Assisting with collating of information for regulatory reporting
• Handling queries from clients, advisers and external service providers
• Identifying risks and breaches
• Processing complaints
The Successful Applicant
For the Investment Operations Administrator role, we are happy to look at graduates with a relevant degree, candidates who have financial services administration experience, or candidates who are working in an investment/wealth management environment. Key skills include:
• Ability to work on your own and be self-motivated
• Excellent communication skills
• Excellent attention to detail and work to a high level of accuracy
• Experience of relevant investment administration
• Solid knowledge of investment processes and knowledge of ISAs ideally
• Worked in a FCA regulated environment previously
• Proficient with Microsoft Office packages
• Strong time management skills and ability to prioritise workloads
• Strong team ethic
What's on Offer
Your package will include:
• Salary offering £20,000-25,000
• Discretionary bonus scheme
• Workplace pension
• 25 days holiday
• Private medical insurance
• Denplan, eyecare, flu vaccinations
• Option for corporate ISA
• And many more!
This leading and growing financial services organisation provides financial advice to a wide variety of clients. Having won many awards recognised within the financial services sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.
Job Description
As Investment Operations Administrator, you will play a key in role in managing all aspects of investment administration, specifically around processing new business, ISA transfers, servicing requests, fee calculations and withdrawals. Daily duties consist of:
• Ensuring the full investment administration lifecycle is delivered in accordance to company policy and procedure
• Monitoring progress of new business through to completion, as well as receipt of funds and initial fees
• Banking and allocation of client money, ensuring FCA guidelines are being met
• Liaising with ceding ISA scheme providers to request ISA transfer monies
• Processing investment/disinvestment instructions relating to new business, additional investments, reallocation and withdrawals
• Carrying out all aspects of general investment and ISA administration
• Competing fee and other complex calculations
• Providing a timely, pro active and high quality services to clients at all times
• Assisting with investigation of complex cases
• Assisting with collating of information for regulatory reporting
• Handling queries from clients, advisers and external service providers
• Identifying risks and breaches
• Processing complaints
The Successful Applicant
For the Investment Operations Administrator role, we are happy to look at graduates with a relevant degree, candidates who have financial services administration experience, or candidates who are working in an investment/wealth management environment. Key skills include:
• Ability to work on your own and be self-motivated
• Excellent communication skills
• Excellent attention to detail and work to a high level of accuracy
• Experience of relevant investment administration
• Solid knowledge of investment processes and knowledge of ISAs ideally
• Worked in a FCA regulated environment previously
• Proficient with Microsoft Office packages
• Strong time management skills and ability to prioritise workloads
• Strong team ethic
What's on Offer
Your package will include:
• Salary offering £20,000-25,000
• Discretionary bonus scheme
• Workplace pension
• 25 days holiday
• Private medical insurance
• Denplan, eyecare, flu vaccinations
• Option for corporate ISA
• And many more!
Best jobs you don't want to miss: