Are you looking for an exciting opportunity in Investment Operations? A well-established Life Assurance company is seeking a detail-oriented and proactive professional to join their team on a 12-month fixed-term contract, offering a dynamic and fast-paced environment where you can make a real impact
The Role
Join a leading financial organisation and play a key role in ensuring the smooth execution of investment transactions
About You
You are a detail-focused and proactive individual with excellent communication skills and a passion for delivering outstanding service
The Role
Join a leading financial organisation and play a key role in ensuring the smooth execution of investment transactions
- Vet client deal instructions, log transactions, and place and authorise deals in the market
- Ensure investment transactions are executed and reconciled within expected timescales
- Communicate with customers and external counterparties to ensure all requirements are met
- Accurately notify policyholders and advisers of investment changes and coordinate responses
- Support training and coaching of team members to maintain service excellence
- Ensure compliance with company governance and regulatory requirements
- Continuously review and improve processes to enhance service levels
About You
You are a detail-focused and proactive individual with excellent communication skills and a passion for delivering outstanding service
- Diligent and conscientious with a strong eye for accuracy and attention to detail
- Excellent written and verbal communication skills
- Strong customer service skills with a proactive "can-do" attitude
- Experience in training and coaching team members
- Ability to work in a fast-paced, dynamic environment under pressure
- Intermediate knowledge of Microsoft Office
- Minimum of 5 GCSEs (A* - C / 9 � 4) including English and Maths
- CISI Introduction to Securities qualification desirable but not mandatory