Investment & ISA Transaction Analyst - City, Liverpool, United Kingdom, L1

British Pound . GBP -

A leading and highly reputable wealth management firm currently have an exciting opportunity for an Investment & ISA Transaction Analyst to join their impressive city centre based offices. The successful candidate will be responsible for a number of investment administration tasks including; processing high value payments, completing ISA applications and project based tasks.

This is a fantastic opportunity to join a prestigious wealth management firm on a temporary basis which can offer a competitive salary and excellent career opportunities!

The Investment & ISA Transaction Analyst will be responsible for:

  • Use of bespoke systems to process and manage high volumes of financial data
  • Completing and quality checking ISA subscriptions and applications
  • Processing cash payments and internal transfers
  • Processing monthly and ad hoc fees
  • Providing assistance to other operational departments
  • Ad hoc project work
  • Liaising with external companies

Essential Requirements are:

  • You must have previous administration experience from the financial services / investment management industry
  • Experience with ISAs would be highly advantageous
  • Proficient IT skills in Microsoft Office, particularly Excel
  • Proven skills in accuracy and attention to detail, particularly when handling high volumes of sensitive data
  • Confident and professional communication skills
  • Competent in using Microsoft Office including Word and Excel

If you are looking for an opportunity to gain experience within a highly professional wealth management company, then this is the role for you! With an excellent reputation on the Liverpool market, my client can offer a sociable working environment and outstanding career opportunities. Although this is initially a temporary position, there may be potential for a longer term role in the future. If you think you meet the above criteria for the Investment & ISA Transaction Analyst then please apply now using the link below.

The above vacancy is only one of many thatwe are handling. Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:

  • ISA Administrator
  • Settlements Administrator
  • UK and Foreign Payments Administrator
  • Transfers Administrator
  • Reconciliations Administrator
  • Dividends Administrator
  • Corporate Actions Administrator
  • Pensions Administrator
  • Unit Trust Transfers

Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don't hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.