Vacancy details

Senior Operations Analyst

Salary range: £30k + Categories: Employment term: Permanent Location: Not specified Vacancy Status: Vacancy Filled Posted on: May 1st, 2018 Applications are now closed for this vacancy

Private Client Investment Management Company

Fareham, Southampton, Hampshire

Up to £32K + benefits


Our client is a discretionary investment management company, providing investment management services and financial planning solutions to private clients.

They are a successful, privately owned, LLP, with 3 offices in the UK, a channel islands regulated subsidiary and one on-shore and two off-shore fund entities.

We have a fast moving, fast growing, dynamic and challenging culture but also one where everyone feels part of the team and where they can have fun.

The Role

We are recruiting a Senior Operations Analyst.

The role will report to the Head of Operations and the key areas of responsibility are as follows:

·Completing regular tasks such as booking trades, making payments and supporting client reporting

·Respond to client and internal enquiries in a professional manner

·Manage and manipulate data to ensure core systems are correct

·Being a point of reference for junior members of the team

·Support the Head of Operations with key projects

The Person

The successful candidate will be a delivery orientated and well organised individual. The successful candidate will have:

·Experience of working in a financial services operational department (ideally within a wealth management context) with experience of trade support, product administration and/or data management

·A high degree of accuracy

·Strong numeracy skills

·A strong knowledge of Microsoft Excel (knowledge of Microsoft Access would be advantageous)

·A demonstrable background as a team player with the ability to mentor junior members of staff


£26,000-£32,000 per annum depending on experience, 28 days holiday, income protection and death in service of 4 times salary.

Required skills

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