At a Glance
- Tasks: Join a dynamic team managing client operations in the financial services sector.
- Company: Fast-growing investment manager in the heart of London.
- Benefits: Competitive salary, hybrid working, and a range of employee benefits.
- Other info: Great career growth opportunities and a chance to contribute to meaningful projects.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong organisational skills required.
The predicted salary is between 40000 - 50000 £ per year.
London (Hybrid): 3 Days per week in office, 2 days WFHPackage: £40k - £50k base DOE + Benefits + Discretionary Bonus 15%Type: 12-month Fixed-Term Contract
Looking for a fresh challenge where your attention to detail and client-first attitude will genuinely be noticed? This is your chance to join the Fund Operations Team, a specialist function within the wider Client Services division of a well-established, fast-growing investment manager, right at the heart of London's financial services sector.
This is a primarily operational role, with around 20-30% of your time spent on client interaction via phone and email. You'll be joining a close-knit team of 18, working across the full client operations life cycle for a business managing billions in assets on behalf of financial advisers, wealth managers, family offices and private investors.
What you'll be doing
- Client & Data Management - Maintaining accurate client, transaction and account data, and generating and distributing client reports.
- Onboarding, Dealing & Settlement - Processing new client onboarding applications, inputting and validating trades, and supporting cash settlement.
- Cash Management & Quarterly Fund Distributions - Handling client payments, bank reconciliations, and owning the end-to-end quarterly fund distribution process.
- Client Enquiries & Call Handling - Resolving client email enquiries within industry-leading SLAs and managing inbound/outbound calls.
- Continuous Improvement - Getting involved in process improvement initiatives, system enhancements and ad hoc projects.
What you'll bring
- Experience in an operational role within financial services, ideally asset management, wealth management or a related environment.
- A positive, can-do attitude and strong organisational skills.
- Excellent attention to detail, with pride in delivering accurate, high-quality work.
- The ability to work accurately and efficiently in a fast-paced environment, quick to learn and comfortable adapting to new systems and processes.
- Desirable: prior exposure to fund administration, dealing/settlement systems, or a relevant industry qualification would be an advantage, but is not essential.
What's in it for you
Alongside your salary, you'll get hybrid and flexible working, pension with salary exchange, an Employee Assistance Programme, peer-to-peer recognition, and access to a further range of benefits after probation - including private medical insurance, income protection, enhanced leave policies, a season ticket loan, a cycle scheme, and £100 of shares in one of the firm's funds every birthday.
If you've held any of these roles, this role could be a great fit: Client Services Associate, Funds Operations Associate, Investment Operations Administrator, Client Operations Executive, Trade Support Administrator, Fund Administrator, Dealing and Settlements Administrator, Client Services Administrator, Investment Administrator, Transfer Agency Administrator, Client Support Executive, Operations Administrator (Asset Management/Wealth Management), or Fund Distributions Administrator.
Fund Operations Associate in London employer: Deerfoot Recruitment Solutions Limited
Join a respected independent financial planning business in the heart of Mayfair, where you will play a pivotal role in shaping the compliance framework while enjoying a supportive and collaborative work environment. With a competitive pro-rata salary and opportunities for direct exposure to senior leadership, this part-time position offers a unique chance to influence governance and regulatory adherence in a dynamic setting. The company fosters a culture of compliance and values the professional growth of its employees, making it an excellent employer for those seeking meaningful and rewarding work.
Contact Details:
Deerfoot Recruitment Solutions Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Fund Operations Associate in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
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Keep your eyes peeled on job boards specifically for finance roles. Companies like Deerfoot Recruitment Solutions Limited might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Fund Operations Associate in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Deerfoot Recruitment Solutions Limited will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Deerfoot Recruitment Solutions Limited. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Deerfoot Recruitment Solutions Limited confidence in your short-term commitment to the role.
How to prepare for a job interview at Deerfoot Recruitment Solutions Limited
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Deerfoot Recruitment Solutions Limited.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Deerfoot Recruitment Solutions Limited that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
