At a Glance
- Tasks: Support operations processes and manage client accounts in a dynamic environment.
- Company: Join a friendly fintech company with a focus on innovation.
- Benefits: Health insurance, wellness plans, fee-free investments, and career development.
- Other info: Enjoy regular social events and a happy workplace culture.
- Why this job: Make a real impact while developing your skills in a supportive team.
- 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) employer: Moneyfarm
Join our dynamic team as an Operations Specialist and experience a supportive work culture that prioritises employee well-being and growth. With benefits like health insurance, wellness plans, and fee-free investments, we foster a happy and friendly environment where your contributions are valued. Located in the UK, this role offers exciting career development opportunities and regular social events, making it an excellent place for motivated professionals seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist (12 months fixed term contract)
✨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 its operations. Understand their values and how they align with your skills. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to KYC, AML, and data management. We want you to feel confident and ready to showcase your analytical skills!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Operations Specialist (12 months fixed term contract)
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’re looking for!
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 specific examples of your problem-solving skills and any experience in fintech or wealth management.
Show Off Your Communication Skills:Since excellent written communication is key for this role, make sure your application is clear and concise. Avoid jargon and keep it professional yet friendly. We love a good personality shining through!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our culture and values!
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 must-have, 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 company culture. This shows that you're genuinely interested and have done your homework. You might ask about the team dynamics or how they measure success in the operations department.