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    Senior Investment Operations Administrator - London, United Kingdom - Attivo Group

    Attivo Group
    Attivo Group London, United Kingdom

    4 weeks ago

    Default job background
    Description
    Senior Investment Operations Administrator - Hybrid (2 days per week in London)
    Attivo are Lifestyle Financial Planners.

    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.

    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.

    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 London 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.

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

    You are a fast learner, able to pick things up quickly and seek out learning opportunities. 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
    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
    Demonstratable experience of working with or for platforms, pension providers or custodians
    Knowledge of Microsoft and customer technology solutions
    Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels
    up to £32,500 depending on experience. London Living allowance of £3,500 for candidates located within the M25.
    Non-contributory Pension Scheme

    Private Medical Insurance
    Generous holiday allowance, rising with length of service
    Work from home and flexible working available
    Discounted corporate gym membership
    Recruitment Policy

    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.
    Privacy Policy
    Please visit our website to view our full privacy policy for prospective employees.
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