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