Senior Investment Technician
15 days ago
Liverpool
Adaptable Recruitment is proud to be partnering with a well-established financial services organisation to recruit a Senior Investment Technician. This is an excellent opportunity for an experienced investment operations professional to step into a senior role within a fast-paced dealing environment, offering strong exposure across the full trade lifecycle and the chance to play a key role within a growing team. Salary: £30,000 - £38,000 Depending on Experience Holidays: 25 days + Bank Holidays Location: Liverpool - Hybrid Working (4 days office-based) Working: Full Time | Permanent The Role: As a Senior Investment Technician, you'll take ownership of investment dealing processes from instruction through to settlement and reconciliation. Acting as a senior point of contact within the team, you will also support complex queries, provide guidance, and help drive operational excellence. Main Responsibilities to Include: • Process and validate investment transactions including purchases, sales, switches, and re-registrations, • Place and manage trade approvals with platforms, discretionary fund managers (DFMs), and investment providers, • Monitor contract notes and settlement timelines to ensure timely completion, • Accurately post trades, charges, and income into internal systems, • Investigate and resolve failed or delayed settlements