At a Glance
- Tasks: Manage client accounts, process payments, and ensure compliance in a dynamic back office role.
- Company: Join a fast-paced team in a growing financial services company.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Great chance to develop your career in finance with hands-on experience.
- Why this job: Be part of a crucial team that keeps the financial wheels turning smoothly.
- Qualifications: Strong multitasking skills, Excel proficiency, and a team-oriented mindset.
The predicted salary is between 24750 - 30250 £ per year.
Operations Officer
Varied Back Office role combining settlements, payments, and reconciliations.
Job Role
- Check and maintain client and company accounts
- Check funds coming in from clients
- Set up payment sheets and make payments to the broker
- Ensure source of funds have been approved by compliance
- Chase for funds not received from the client and keep track of debts
- Reconcile client and company accounts on Xero and spreadsheets
- Update and maintain the Margin Report, Unpaid Monies Report and Open Case Report
- Check source of funds has been approved by compliance
- Authorise payments
- Obtain copies of SWIFT messages for both incoming and outgoing payments
- Keep a log of funds transferred between companies
- Control and reconciliation of returned currency from broker
- Ensure any 3rd party payments have been approved by Compliance
- Set up & make payments to the Client
- Update Xero & in-house online trade platform
- Chase for client payment details and adding them to the in-house trade platform
- Check broker recaps
- Check that 3rd party payments have been approved by compliance
- Any ad-hoc duties relating to the smooth running of the department.
Requirements
- Looking for a multi-tasker that can prioritise work accurately and efficiently.
- Ability to work in a fast-paced small department
- Ability to work within a team but also with own job responsibilities.
- Excel (good knowledge)
- Accounts knowledge would be an advantage.
Settlement Officer in London employer: SGM-FX Ltd Careers
As a Business Development Officer with us, you'll thrive in a dynamic and supportive work environment that prioritises personal growth and professional development. We offer competitive benefits, a collaborative culture, and ample opportunities to expand your network while making a significant impact in the business landscape. Join us in our vibrant location where innovation meets community, and be part of a team that values integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Settlement Officer in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SGM-FX Ltd Careers. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Settlement Officer in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SGM-FX Ltd Careers.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SGM-FX Ltd Careers's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SGM-FX Ltd Careers
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SGM-FX Ltd Careers.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SGM-FX Ltd Careers will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SGM-FX Ltd Careers employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
