Savings Operations Associate
Savings Operations Associate

Savings Operations Associate

Slough Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to manage savings operations and ensure smooth transactions.
  • Company: We're revolutionising homeownership for a new generation with innovative financial solutions.
  • Benefits: Enjoy flexible working options, competitive pay, and opportunities for growth.
  • Why this job: Be part of a mission-driven company that empowers first-time buyers and makes a real impact.
  • Qualifications: Ideal candidates have experience in financial operations and a keen eye for detail.
  • Other info: Bonus points for knowledge of ISAs and experience with financial systems.

The predicted salary is between 28800 - 43200 £ per year.

We’re on a mission to help a new generation build their financial future - starting with homeownership. Our platform combines market-leading savings products, like the Lifetime ISA, with innovative mortgage solutions to help first-time buyers and homeowners make smarter financial decisions. Now, we are looking for a Savings Operations Associate to help us run the engine room of our savings platform.

What you’ll be doing:

  • Money movement & instructions: Initiating and monitoring the movement of funds into and out of our platform, ensuring speed, accuracy and full compliance.
  • Processing customer transactions: Managing deposits, transfers in/out, and interest payments within our savings products, particularly Lifetime ISAs and Cash ISAs.
  • Reconciliation & balancing: Supporting daily and monthly reconciliations of our savings book, working closely with our finance and compliance teams.
  • Contribution & Direct Debit runs: Coordinating direct debit schedules and ensuring accurate money allocation in partnership with our Lifetime ISA administrator.
  • Process improvement: Collaborating with the Product and Operations teams to refine existing processes and define new ones, helping us scale efficiently and reduce manual work.

About you:

We’re looking for someone with strong attention to detail, a good understanding of operational processes in financial services, and an appetite to improve how things are done.

You’ll thrive in this role if you:

  • Have experience working in operations in a financial services or fintech environment, ideally with exposure to savings, ISAs, or payments.
  • Are highly organised, reliable and diligent about following processes and controls.
  • Are confident working with numbers and using spreadsheets to check balances and support reconciliation tasks.
  • Are proactive and comfortable working cross-functionally with product, engineering and external partners.
  • Enjoy spotting inefficiencies and proposing improvements that save time and reduce risk.

Bonus points if you:

  • Have experience working with a Lifetime ISA manager or administrator.
  • Understand ISA regulations or have worked with regulated savings products.
  • Have been involved in the implementation or upgrade of back-office financial operations systems.

Savings Operations Associate employer: Tembo

Join a forward-thinking company dedicated to empowering individuals on their journey to homeownership. As a Savings Operations Associate, you'll be part of a dynamic team that values innovation and collaboration, offering a supportive work culture where your contributions directly impact our mission. With opportunities for professional growth and a commitment to employee development, this role not only provides meaningful work but also a chance to thrive in a vibrant environment focused on financial well-being.
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Contact Detail:

Tembo Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Savings Operations Associate

✨Tip Number 1

Familiarise yourself with the specific regulations and compliance requirements surrounding ISAs. Understanding these will not only help you in the interview but also demonstrate your commitment to the role.

✨Tip Number 2

Showcase your experience with financial operations by preparing examples of how you've improved processes in previous roles. Be ready to discuss specific instances where your contributions led to increased efficiency or reduced risk.

✨Tip Number 3

Network with professionals in the fintech and financial services sectors. Engaging with others in the industry can provide insights into best practices and may even lead to referrals for the Savings Operations Associate position.

✨Tip Number 4

Brush up on your spreadsheet skills, particularly in functions related to reconciliation and data analysis. Being able to demonstrate your proficiency with numbers during discussions will set you apart from other candidates.

We think you need these skills to ace Savings Operations Associate

Attention to Detail
Operational Process Understanding
Financial Services Knowledge
Experience in Fintech
Transaction Processing
Reconciliation Skills
Data Management
Spreadsheet Proficiency
Cross-Functional Collaboration
Process Improvement
Problem-Solving Skills
Regulatory Knowledge (ISA)
Time Management
Reliability and Diligence

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Savings Operations Associate. Familiarise yourself with terms like ISA products, money movement, and reconciliation processes to demonstrate your knowledge in your application.

Tailor Your CV: Highlight relevant experience in financial services or fintech operations on your CV. Emphasise any specific roles where you've managed transactions, reconciled accounts, or improved operational processes, as these are key aspects of the job.

Craft a Compelling Cover Letter: Use your cover letter to showcase your attention to detail and organisational skills. Mention specific examples of how you've contributed to process improvements or worked cross-functionally in previous roles, aligning your experiences with the job description.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your diligence and attention to detail, which are crucial for the Savings Operations Associate role.

How to prepare for a job interview at Tembo

✨Know Your Numbers

As a Savings Operations Associate, you'll be working with financial data daily. Brush up on your numerical skills and be prepared to discuss how you've handled transactions, reconciliations, or any relevant financial operations in your previous roles.

✨Understand ISA Products

Familiarise yourself with Lifetime ISAs and Cash ISAs before the interview. Being able to discuss their features, benefits, and regulations will show that you're genuinely interested in the role and understand the products you'll be working with.

✨Highlight Process Improvement Experience

Think of specific examples where you've identified inefficiencies in processes and successfully implemented improvements. This is crucial for the role, so be ready to share how your proactive approach has made a difference in your past positions.

✨Demonstrate Cross-Functional Collaboration

The role requires working closely with various teams. Prepare to discuss instances where you've collaborated with product, engineering, or compliance teams. Highlight your communication skills and how you ensure smooth operations across departments.

Savings Operations Associate
Tembo
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