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Senior Investment Technician

Company

Adaptable Recruitment

Location

liverpool, United-Kingdom

Type

Full-time

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.

Holidays: 25 days + Bank Holidays

Location: Liverpool – Hybrid Working (3 days office-based)

Working: Full Time | Permanent - Flexible working hours

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...

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