Operations Associate - Control & Settlement
Operations Associate - Control & Settlement

Operations Associate - Control & Settlement

Tadworth Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support cash and stock reconciliation, deal settlement, and compliance with regulations.
  • Company: Fidelity International is a leading financial services provider focused on client satisfaction.
  • Benefits: Enjoy flexible working options, a comprehensive benefits package, and professional growth opportunities.
  • Why this job: Join a dynamic team and kickstart your career in the exciting world of finance.
  • Qualifications: Bachelor's degree preferred; 1-3 years of finance experience and strong analytical skills required.
  • Other info: Training on conduct rules provided; role regulated by FCA and PRA.

The predicted salary is between 36000 - 60000 £ per year.

Operations Associate – Control & Settlement

Join to apply for the Operations Associate – Control & Settlement role at Fidelity International.

This position is based in Kingswood and reports to Savin Sharma. The role involves supporting the Control & Settlement team within Banking, Payments and Distributions, focusing on cash and stock reconciliation, settlement of deals, and ensuring compliance with client money regulations.

Key Responsibilities include:

  • Investigating, reconciling, and settling onshore tax wrapped deals daily.
  • Monitoring and clearing ledger items promptly.
  • Performing ledger reconciliations and processing transactions.
  • Investigating exceptions and ensuring regulatory compliance.
  • Supporting process improvements and maintaining regulatory knowledge.

About You:

  • Bachelor’s degree and 1-3 years of finance experience preferred.
  • Strong analytical, communication, and computer skills.
  • Ability to prioritize, work independently, and adapt to change.
  • Knowledge of FCA Client Money regulations is advantageous.

Fidelity offers a comprehensive benefits package, flexible working options, and opportunities for professional growth. This position is regulated by the FCA and PRA, with training provided on conduct rules.

If you are motivated to contribute to a dynamic team and develop your career in financial services, apply now.

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Operations Associate - Control & Settlement employer: Fidelity International

Fidelity International is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in Kingswood, the company provides a comprehensive benefits package, flexible working options, and extensive training opportunities, making it an ideal place for those looking to build a rewarding career in financial services.
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Contact Detail:

Fidelity International Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Operations Associate - Control & Settlement

✨Tip Number 1

Familiarise yourself with FCA Client Money regulations, as this knowledge will be crucial for the role. Consider reviewing recent changes in regulations and how they impact cash and stock reconciliation processes.

✨Tip Number 2

Highlight your analytical skills by preparing examples of how you've successfully investigated and resolved discrepancies in previous roles. Be ready to discuss these during any interviews or networking opportunities.

✨Tip Number 3

Showcase your ability to adapt to change by discussing experiences where you had to quickly learn new systems or processes. This will demonstrate your flexibility and readiness for the dynamic environment at Fidelity.

✨Tip Number 4

Network with professionals in the finance sector, especially those who work in operations or compliance. Engaging with them can provide insights into the role and may even lead to referrals that could strengthen your application.

We think you need these skills to ace Operations Associate - Control & Settlement

Analytical Skills
Attention to Detail
Cash and Stock Reconciliation
Settlement Processes
Regulatory Compliance
Ledger Reconciliation
Transaction Processing
Problem-Solving Skills
Communication Skills
Ability to Prioritise
Adaptability
Knowledge of FCA Client Money Regulations
Process Improvement
Independent Working

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly any roles involving cash and stock reconciliation or compliance with regulations. Use keywords from the job description to demonstrate your fit for the role.

Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the Operations Associate position and explain how your skills align with the responsibilities outlined. Mention specific experiences that showcase your analytical and communication abilities.

Highlight Relevant Skills: Emphasise your analytical skills and any experience you have with ledger reconciliations or regulatory compliance. If you have knowledge of FCA Client Money regulations, make sure to mention it as it is advantageous for this role.

Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Operations Associate role.

How to prepare for a job interview at Fidelity International

✨Understand the Role

Make sure you thoroughly understand the responsibilities of the Operations Associate position. Familiarise yourself with cash and stock reconciliation processes, as well as the importance of compliance with client money regulations.

✨Showcase Your Analytical Skills

Prepare to discuss your analytical skills and how you've used them in previous roles. Be ready to provide examples of how you've investigated and resolved discrepancies or exceptions in financial transactions.

✨Demonstrate Regulatory Knowledge

Brush up on FCA Client Money regulations and be prepared to discuss their significance. Showing that you have a solid understanding of these regulations will demonstrate your commitment to compliance and regulatory standards.

✨Highlight Adaptability and Independence

Be ready to share examples of how you've prioritised tasks and worked independently in past roles. This will show that you can adapt to changing situations and manage your workload effectively, which is crucial for this position.

Operations Associate - Control & Settlement
Fidelity International
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  • Operations Associate - Control & Settlement

    Tadworth
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-07-13

  • F

    Fidelity International

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