Investment Operations Manager

Job Title: Investment Operations Manager

Industry: Financial Services

Location: Liverpool

Salary: Up to £45,000

Job Reference: 8970

An award-winning provider of wealth management services is seeking to welcome a new individual into their Investment Operations team, as an Investment Operations Manager.

The role is based in Liverpool and will be an opportunity to join one of the UK’s leading and rapidly growing Financial Advice firms. They are pioneers in the dual professional, Financial Planning and Investment Management model with Tax and Accountancy arms, and a highly developed client proposition.

Working as part of the Account Opening and Client Data Maintenance department, this will be a varied and dynamic role.As the team overseer, you'll ensure all tasks are completed promptly and accurately, promptly resolving any discrepancies. You'll support the Head of Department in implementing projects, maintaining operational procedures, and managing changes effectively. It further involves providing technical expertise, conducting staff training, and fostering a culture of excellence and client-focused service.

If you are an individual with strong financial services operational experience, this role is an excellent opportunity to lead a high-performing team and enhance your career!

Benefits:

• Salary up to £45,000.
• Private medical insurance.
• Life assurance.
• Continued exam support (if relevant).
• Continued training opportunities.
• Hybrid working.
• Pension contribution.
• Generous holiday package with the option to buy and sell more.
• Shared parental leave.

What you need to succeed:

• Previous experience working in financial services operations.
• Managerial experience - ideally experience managing other senior individuals.
• Relevant Level 3 FCA recognised professional qualification (desired but not essential).

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Liverpoolin a Investment Operations Managerrole.

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

• Take a holistic mindfulness approach - career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.

• Never pester you.