Isle of Man 01624 617577 / Manchester 0161 464 8921 /

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Senior Administrator (Investments) (O912078)


Assurance & Insurance

Salary DOE plus benefits package

Full time / Permanent

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Job description


Our leading Financial Services Sector Client is enjoying tremendous growth and have ahead of them an exciting transformation and business portfolio. To support these endeavours, they require a Senior Administrator to join the Investments team.

The Senior Investments Administrator will:

  • Support projects and implement plans for non-business as usual initiatives and workflows - ad hoc or otherwise - and ensure progression to meet agreed deadlines
  • Involvement in third party relationships such as with fund managers, custodians and data vendors
  • Support system enhancements and testing and actively engage to consider and implement future improvements
  • Understand and ensure application of the Treating Customers Fairly (TCF) principles in all aspects of the role, helping team members to do the same
  • Ensure Data Protection requirements are met andcompliance and regulatory legislation requirements are met and adhered to
  • Help lead the team in a collaborative and constructive manner
  • Act as technical expert in all areas relating to systems, procedures and queries
  • Check work in a timely manner and proactively train, coach and mentor to drive development of individuals
  • Continually consider the potential risks of the area and ways to improve the controls in place to mitigate them
  • Continually consider and drive efficiency opportunities within the area
  • Identify, report and manage issues to resolution

The ideal candidate for the Senior Investments Administrator role will have:

  • A minimum of 2 years' experience in the Life Assurance industry
  • Minimum of 5 x GCSEs (or equivalent) grade C or above, including English and Mathematics
  • Strong knowledge of Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
  • Experience within an investment related role
  • Proven experience of dealing with external parties such as fund managers,custodians, and financial advisers


  • Have achieved or be studying towards a professional qualification, e.g. Chartered Institute for Securities & Investment (CISI)
  • Formal qualifications in finance or a business related subject to 'A' level standard or higher
  • Chartered Institute for Securities & Investment (CISI) - Investment Operations Certificate

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