Investment Administrator

Salary: Dependent on experience

Liverpool, Merseyside – Office-based

Monday – Friday, 9:00am – 5:00pm

A leading and award-winning wealth management organisation is seeking an Investment Administrator to support their expanding investment services team.

The Role

Working in an office-based environment in Liverpool, Merseyside, Monday to Friday from 9:00am to 5:00pm, the Investment Administrator will support the day-to-day administration of investment services. The role requires someone who is highly organised and has an understanding of investment administration.

Key Responsibilities

• Providing administrative support for investment services
• Supporting investment processes, including ISAs
• Handling queries and liaising with internal teams
• Managing workloads effectively and responding to urgent issues
• Maintaining accurate records and documentation

You will ideally have:

• Experience in investment administration
• Good knowledge of investment processes.
• Excellent time management and prioritisation skills
• CISI Investment Operations Certificate or equivalent

Interested?

If you’re looking for an office-based role in Liverpool, Monday to Friday 9-5, within a respected financial services organisation that truly invests in its people, we’d love to hear from you.

Apply now or contact us for a confidential conversation.