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- Tasks: Support operations processes and manage client accounts in a dynamic environment.
- Company: Join a friendly fintech company with a focus on innovation and teamwork.
- Benefits: Health insurance, wellness plan, fee-free investments, and career development opportunities.
- Other info: Enjoy regular social events and a happy workplace atmosphere.
- Why this job: Make a real impact while developing your skills in a supportive culture.
- Qualifications: Strong communication, Excel skills, and 1-2 years of relevant experience.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a highly motivated and reliable professional to support our Operations team and take on day‐to‐day responsibility for all operations processes relating to our business in the UK.
Responsibilities
- Perform KYC and AML checks
- Account activation management
- Account closure management
- Support customers reporting
- Support for internal stakeholders' queries
- ISA transfer management
- Support billing calculation
- Day‐to‐day management of client cash inflows/outflows
- Support the asset transfer process
- Support regulatory and client reporting
- Verify and maintain data quality in systems
- Produce report and metrics
Requirements
- Excellent written and verbal communication skills
- Solid Microsoft Office Excel skills
- 1-2 years of experience in relevant roles
- Excellent analytical and problem‐solving skills
- Proactivity and passion for improving status quo
Contract: 12‐month fixed term
Nice to Have
- Experience in fintech / wealth management
- Use of SQL
- Bachelor's degree (Economic / Accounting / Law)
- Self‐driven, with the ability to work with minimal supervision
Benefits
- Health Insurance, Wellness plan
- Fee‐free investments on Moneyfarm platform
- Incentive scheme
- Career development opportunities
- Training opportunities
- Regular office social events
- Happy and friendly culture!
Operations Specialist - 12 months fixed term contract in London employer: Moneyfarm
Contact Detail:
Moneyfarm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Specialist - 12 months fixed term contract in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and role thoroughly. Understand their operations processes and think about how your skills can directly contribute to their success. We want you to shine!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive and eager to join our happy and friendly culture.
We think you need these skills to ace Operations Specialist - 12 months fixed term contract in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Operations Specialist role. Highlight your relevant experience, especially in KYC, AML checks, and any analytical skills you possess. We want to see how your background aligns with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for operations and how you can contribute to our team. Be sure to mention any experience in fintech or wealth management if you have it, as it’s a nice bonus for us.
Show Off Your Communication Skills: Since excellent written and verbal communication skills are key for this role, make sure your application reflects that. Keep your language clear and concise, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Moneyfarm
✨Know Your Operations Inside Out
Make sure you understand the key operations processes mentioned in the job description, like KYC and AML checks. Brush up on your knowledge of account management and client reporting, as these will likely come up during the interview.
✨Show Off Your Excel Skills
Since solid Microsoft Office Excel skills are a requirement, be prepared to discuss how you've used Excel in previous roles. Maybe even bring examples of reports or metrics you've produced to showcase your analytical abilities.
✨Demonstrate Proactivity
The company is looking for someone who is self-driven and passionate about improving processes. Think of specific instances where you've taken the initiative to solve a problem or streamline a process, and be ready to share those stories.
✨Ask Insightful Questions
Prepare some thoughtful questions about the role and the team. This shows your interest and helps you gauge if the company culture aligns with what you're looking for. Consider asking about their approach to client cash management or how they handle regulatory reporting.