Investment Operations Administrator

Investment Operations Administrator

  • Location

    Stratford-upon-Avon, Warwickshire

  • Sector:

    Office Support

  • Job type:


  • Salary:

    £28000.00 - £35000 per annum

  • Contact:

    Grace Lambert

  • Contact email:


  • Job ref:


  • Published:

    26 days ago

  • Expiry date:


  • Startdate:


  • Consultant:


Role: Investment Operations Administrator

Location: Stratford- Upon- Avon area

Hours: 9am - 5.30pm

3 days in the office and 2 days from home

Do you have experience within a financial or a regulated environment ? Do you have experience with EIS and VCT? If so, read on ... Gleeson Recruitment Group are seeking a Business Support Administrator to join a client based in the Stratford-Upon-Avon area.

The Investment Operations Administrator will be responsible for providing operational support and investor services for our clients key products.

The Role

  • Reporting into the Operations Manager
  • Overseeing the reviewing and processing of all applications
  • Managing funds
  • Review all EIS transactions
  • Creating investment letters for our clients investors
  • Supporting adhoc projects

Ideal Experience

  • Experience within a financial or regulated environment
  • Analytical mind and competent at dealing with data
  • Advanced user with Excel
  • Proactive and self-starter
  • Excellent telephone skills and super organised
  • Team player

What's in it for you?

  • Hybrid Working
  • Benefits Package! Excellent… which is constantly reviewed.

If you feel you could be suitable for this Investment Operations Administrator role, please apply today!

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