Job description

  • Location:
  • Employee Type:
    Fixed Term Contract
  • Department:
    IWI Operations Team
  • Division:
    IWI Operations
  • Employment Type:
    Full time
  • Salary:

Administrator - 12 month fixed term contract (4473)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Administrator (2x Vacancies)

Location: Agnostic

Team Description                 

The team are responsible for the analysis and maintenance of all IW&I client static data

Description of role and key responsibilities

  • Quality assurance of new client account data across the wealth & investment range
  • Quality assurance of client static data amendments across the wealth & investment range
  • Processing of manual clients static data for both new accounts and amendments
  • Quality checking of new client account data across the wealth & investment range
  • Quality checking of client static data amendments
  • Feedback details of errors to users either via the Branch network or other teams within Operations
  • Respond promptly to internal and external queries to ensure adherence to SLAs
  • Collation of statistical information regarding daily processing
  • Interaction with internal departments concerning required documentation for new accounts and amendments
  • Contribute fully to team decision making and general administration duties
  • Exercise knowledge, judgement and initiative in the performance of daily routines
  • Escalate any issues to manager/section head as appropriate
  • Any other duties as required

Core skills and knowledge

  • Accuracy and attention to detail
  • Strong verbal/written and communication skills
  • Excellent working knowledge Microsoft Word/Excel required.
  • Self-motivated and a good team player
  • Financial Services experience preferred

Close map
The Plaza, 100 Old Hall Street, Liverpool, UK, L3 9AB

Meet the recruiter

Louise Radcliffe

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Private Medical Cover
Virtual GP
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Psychologist Service
Annual Leave
Life Assurance