This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Senior Investment Operations Administrator - Hybrid (2 days per week in Cheltenham)

About Attivo:

Attivo are Lifestyle Financial Planners.

We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about ourclients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you're a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Senior Investment Operations Administrator, you will be providing efficient and effective dedicated administration support for the Investment Operations department. Working as part of a team, you will ensure the day-to-day ongoing needs of clients and financial planners are carried out to the highest standard and delivered within agreed SLAs.

Acting as first point of contact for financial planners and their support staff, you will handle all investment operation queries. You will also liaise with the custodian and providers for Attivo's Investment Operations to ensure both compliant and timely resolutions to any queries.

As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.

About you:

You will have experience working in a similar role, having either worked for a Financial Planning business or directly with a Platform.

You will be extremely organised and able to manage your time effectively, ensuring that all tasks are completed within agreed timescales. You will a team player, able to support colleagues when needed and ensure work is completed to the highest standards. You may have experience of line management or delegation of task and are looking to expand on your current responsibilities.

You are a fast learner, able to pick things up quickly and seek out learning opportunities. You are naturally inquisitive and have excellent communication skills. You will have sharp attention to detail and work best when faced with a busy workload.

Key Responsibilities include:

Facilitate client instructions for the Investment Operations Team
Maintain AIP and keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
Updating client details for Investment Operations Team
The Onboarding and Offboarding of clients including updating CRM, informing providers, adding, or removing fees
Continuously review own and team's workflows and processes and offer support to other colleagues where appropriate
In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
Liaise with all Attivo client facing team to ensure best client outcomes.
Support with MIFID statements as required

Essential skills and experience

At least 2 years investment operations experience within Financial Services
Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
Strong responsibility and ownership to ensure our customer requests are met in full
Prioritising and managing workload throughout the day.
Excellent verbal and written communication skills and ability to influence stakeholders
The ability to put yourself in the customers shoes, suggesting ways to improve our overall customer experience
Good teamwork and recognizing opportunities to build key relationships within the organisation
Good attention to detail
Resilience in challenging situations

Desirable skills and experience

Demonstratable experience of working with or for platforms, pension providers or custodians
Knowledge of Microsoft and customer technology solutions
Educated to degree level
Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels
Experience in leading a team and allocating workloads.

Salary and benefits

up to £32,500 depending on experience

Attivo also offers:

Non-contributory Pension Scheme

Private Medical Insurance
Cashplan
Income Protection
Critical Illness
Death in Service
Parking allowance (Cheltenham only)
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.

Senior Investment Operations Administrator - Hybrid (2 days in Cheltenham per week)

Senior Investment Operations Administrator - Hybrid (2 days in Cheltenham per week)

Share this job now