At a Glance
- Tasks: Join our Investment Operations Team and gain hands-on experience in diverse operational processes.
- Company: Dynamic financial services organisation focused on exceptional client service.
- Benefits: Competitive salary, hybrid working, wellness support, and untracked holiday.
- Other info: 12-month contract with opportunities for growth and a commitment to diversity and inclusion.
- Why this job: Develop a broad skill set while tackling exciting challenges in a fast-paced environment.
- Qualifications: Experience in financial services is a plus; strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
As a key member of our Investment Operations Team, you’ll gain hands‑on experience across the full spectrum of operational processes that keep our business running smoothly. From application processing and client data updates to cash matching, post‑distribution, document management and client withdrawals, you’ll be at the heart of delivering exceptional service.
The Operations function is split into five specialist teams – Cash Management, Client Onboarding, Client Account Operations, Settlements, and Middle Office – and you’ll have the opportunity to rotate across four of these areas, building a broad skill set and deep understanding of our end‑to‑end processes. This is a dynamic role where no two days are the same, offering variety, challenge, and the chance to develop your career in a fast‑paced environment.
Responsibilities include:
- Processing client redemption requests
- Managing client and adviser updates
- Handling cash management tasks
- Processing deceased accounts
- Settling stock and cash transactions
- Managing VCT buyback processes
- Processing applications
- Resolving reconciliation breaks
- Supporting corporate actions
- Transaction reporting
- Handling legal documentation
What you'll ideally have:
- Previous experience in a financial services organisation, with a strong understanding of regulatory requirements would be beneficial
- Financial qualifications desirable but not required (IOC, IMC, CII)
- Strong organisational skills and attention to detail
- Ability to manage multiple tasks and meet deadlines under pressure
- Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.
This role is a 12-month contract, covering maternity leave.
What we offer:
- A competitive salary
- Untracked holiday
- Hybrid working – most of our people spend 3 days a week in the office
- Anchor (our wellness hub) which includes Headspace, one on one coaching through Wellness Cloud, Digital GP & more
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio‑economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves. We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt‑in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
Investment Operations Officer - 12 Month Contract in City of Westminster employer: jobr.pro
As an Investment Operations Officer, you'll join a dynamic team that values diversity and inclusion, offering a supportive environment where you can thrive. With opportunities for professional growth through rotations across various operational areas, you'll gain invaluable experience while enjoying benefits like hybrid working, wellness resources, and a competitive salary. This role not only provides a chance to develop your skills but also to contribute to a culture that prioritises employee well-being and empowerment.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Operations Officer - 12 Month Contract in City of Westminster
✨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.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like jobr.pro.
✨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.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like jobr.pro 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 Investment Operations Officer - 12 Month Contract in City of Westminster
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 jobr.pro 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 jobr.pro. 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 jobr.pro confidence in your short-term commitment to the role.
How to prepare for a job interview at jobr.pro
✨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 jobr.pro.
✨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 jobr.pro 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.
