Senior Investment Technician

Senior Investment Technician in Liverpool (L1) | ADAPTABLE RECRUITMENT LTD Search Search These jobs were popular with other job seekers Java Developer Sanderson Recruitment North West £55000 - £65000 per annum + Excellent Benefits 4 hours ago NEW Electrical Design Engineer Clarke Energy Liverpool (L33) 3 hours ago NEW Sales Engineer ATA Recruitment Liverpool, Merseyside £55k - 65k per year + Company Car + Company Annual Bonus Scheme 2 weeks ago Sales Engineer Verto People Manchester, Greater Manchester, M60 7RA £45000 - £52000 per annum, Benefits Bonus, Company car, Pension, Priva 3 hours ago NEW EC&I Technician - Pharmaceutical Bennett and Game Recruitment LTD Liverpool (L26) £35000 - £43000 per annum 3 hours ago NEW Engineering Technical Lead EVOLVE IN RECRUITMENT LTD Manchester, Greater Manchester, M2 3BB From £60,000 to £97,000 per annum 2 weeks ago Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 2 weeks ago Market Research Interviewer - Car Required - Part Time Ipsos North West £14.01 inclusive of holiday pay 13 hours ago NEW Driving Labourer Construction Resources Ltd Merseyside 2 hours ago NEW Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 3 weeks ago Java Developer Sanderson Recruitment North West £55000 - £65000 per annum + Excellent Benefits 4 hours ago NEW Electrical Design Engineer Clarke Energy Liverpool (L33) 3 hours ago NEW Sales Engineer ATA Recruitment Liverpool, Merseyside £55k - 65k per year + Company Car + Company Annual Bonus Scheme 2 weeks ago Sales Engineer Verto People Manchester, Greater Manchester, M60 7RA £45000 - £52000 per annum, Benefits Bonus, Company car, Pension, Priva 3 hours ago NEW EC&I Technician - Pharmaceutical Bennett and Game Recruitment LTD Liverpool (L26) £35000 - £43000 per annum 3 hours ago NEW Engineering Technical Lead EVOLVE IN RECRUITMENT LTD Manchester, Greater Manchester, M2 3BB From £60,000 to £97,000 per annum 2 weeks ago Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 2 weeks ago Market Research Interviewer - Car Required - Part Time Ipsos North West £14.01 inclusive of holiday pay 13 hours ago NEW Driving Labourer Construction Resources Ltd Merseyside 2 hours ago NEW Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 3 weeks ago Senior Investment Technician ADAPTABLE RECRUITMENT LTD View Profile Liverpool (L1) Permanent Published: 1 day ago £30000.00 - £38000.00 per annum Senior Investment Technician ADAPTABLE RECRUITMENT LTD Adaptable Recruitment is proud to be partnering with a well-established financial services organisation to recruit a Senior Investment Technician. 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. Salary: £30,000 - £38,000 Depending on Experience Holidays: 25 days + Bank Holidays Location: Liverpool - Hybrid Working (4 days office-based) Working: Full Time | Permanent 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, discretionary fund managers (DFMs), and investment providers Monitor contract notes and settlement timelines to ensure timely completion Accurately post trades, charges, and income into internal systems Investigate and resolve failed or delayed settlements Technical Oversight & Risk Act as an escalation point for complex or high-risk trade queries Ensure all activity complies with scheme rules and internal risk controls Maintain strong audit trails across all dealing activity Support internal and external audit requirements Stakeholder Management Liaise with advisers, custodians, platforms, and internal teams Provide regular updates on trade progress and settlement status Support the resolution of investment-related queries and service issues Team & Process Development Support quality assurance and checking processes within the team Mentor and coach junior team members Contribute to process improvement initiatives Assist with system enhancements and workflow optimisation About You: Essential Experience Strong understanding of the full trade lifecycle (instruction, execution, settlement, reconciliation) Experience working with funds, ETFs, listed securities, and investment platforms Proven ability to manage high volumes of work within SLA-driven environments High attention to detail with a strong risk and control mindset At least 3 years' experience within investment operations or a related role Exposure to non-standard investments and handling complex transactions Experience working with DFMs Desirable Knowledge of FCA regulations and Consumer Duty principles Experience using dealing systems or wrap platforms Progress towards or completion of an investment qualification (e.g., CII R02, CISI) Experience with unlisted assets, fund suspensions, or investment lifecycle events such as liquidations The Ideal Candidate: Technical accuracy and attention to detail Strong analytical and problem-solving skills Risk-aware approach Effective stakeholder communication Ability to mentor and develop others Resilience and strong organisational skills In Short Industry Accounting & Finance Founded 2011 Location Liverpool Company size 0 - 49 Adaptable Recruitment Limited Enriching lives through deep sector knowledge &
experience alongside best in class recruitment and consultancy. ADAPTABLE RECRUITMENT LIMITED is a privately owned Staffing
& Recruitment business specialising in the placement of permanent, senior
interim and temporary staff. Our Executive & Financial recruitment teams
have the capability and credibility to successfully recruit at all levels
within accountancy, financial services and general insurance. Our straightforward, down to earth and professional approach
provides you with the peace of mind that we will represent you and your
business in the professional and positive manner you deserve and demand. We aim
to be recognised as the most progressive, professional and respected
recruitment enterprise within our target market sectors. We will always stand
accountable to deliver on the promises we make. Similar Senior Investment Technician Jobs Popular with Other Job Seekers Java Developer Sanderson Recruitment North West £55000 - £65000 per annum + Excellent Benefits 4 hours ago NEW Electrical Design Engineer Clarke Energy Liverpool (L33) 3 hours ago NEW Sales Engineer ATA Recruitment Liverpool, Merseyside £55k - 65k per year + Company Car + Company Annual Bonus Scheme 2 weeks ago Sales Engineer Verto People Manchester, Greater Manchester, M60 7RA £45000 - £52000 per annum, Benefits Bonus, Company car, Pension, Priva 3 hours ago NEW EC&I Technician - Pharmaceutical Bennett and Game Recruitment LTD Liverpool (L26) £35000 - £43000 per annum 3 hours ago NEW Engineering Technical Lead EVOLVE IN RECRUITMENT LTD Manchester, Greater Manchester, M2 3BB From £60,000 to £97,000 per annum 2 weeks ago Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 2 weeks ago Market Research Interviewer - Car Required - Part Time Ipsos North West £14.01 inclusive of holiday pay 13 hours ago NEW Driving Labourer Construction Resources Ltd Merseyside 2 hours ago NEW Lead Integration Engineer & Developer Ashdown Group Liverpool, Merseyside, L3 £100,000 3 weeks ago Senior Technician jobs Senior Technician jobs in Liverpool Engineering jobs Engineering jobs in Liverpool Operational jobs Operational jobs in Liverpool Jobs in Liverpool Technician jobs Junior IT Support Technician jobs Senior Technologist jobs Junior Technician jobs Senior Technical Specialist jobs Senior Technical Coordinator jobs Support Technician jobs Qualified Technician jobs Systems Technician jobs Senior IT Support Engineer jobs Technician Engineer jobs Technical Specialist jobs Senior Technical Manager jobs Senior Service Engineer jobs Senior Specialist jobs Chief Technician jobs Get hired. Find success. Totaljobs Jobseekers Recruiters Download The Stepstone Group UK Ltd © 2026