At a Glance
- Tasks: Join our team to manage investor applications and ensure smooth onboarding processes.
- Company: Triple Point, a certified B Corp committed to making a positive impact.
- Benefits: Enjoy competitive salary, flexible working, and professional development opportunities.
- Other info: Collaborative environment with a focus on growth and diversity.
- Why this job: Be part of a dynamic team that values your ideas and initiative.
- Qualifications: Attention to detail and experience in operations or financial services preferred.
The predicted salary is between 24750 - 30250 £ per year.
Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients. There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work 2025 & 2026'. If this sounds like an environment where you would flourish, then read on…
The Function & Team
Our Investor Operations team sits at the heart of Triple Point's investor journey, managing new investor applications, KYC/AML checks and ongoing account administration across our core product range, working closely with advisers, platforms and internal teams to keep every step accurate and on time. It's a team that combines strong process discipline with genuine care for client outcomes, in an environment where the investor's journey really matters.
The Client Operations Executive is a hands-on role within the Investor Operations team, taking ownership of investor onboarding, KYC/AML checks and account administration that keeps investor records and applications running accurately and on time. This is a role for someone who takes ownership of the detail, gets things done, and isn't afraid to question whether there's a better way of doing it. The role suits someone with a naturally high level of attention to detail, who is comfortable working with data and numbers, and who is keen to build a career in financial services operations.
The Role’s Key Responsibilities
- Investor Onboarding & Application Processing: Process new investor applications across Triple Point's core product range through the CRM system, from AML checks through to investor and adviser correspondence. Add related documentation to Salesforce, keeping investor records accurate and complete. Reconciling Client Money against investor applications.
- Compliance & Due Diligence: Carry out anti-money laundering checks and process AML documentation, maintaining the PEP log for retail investors in line with internal procedures. Support the quarterly AML QA review across Investor Operations and use the CRA calculator to assess and record client risk ratings.
- Investor & Adviser Support: Respond to adviser and investor queries professionally and promptly, escalating anything unusual or complex. Maintain and update investor account records, supporting register and data quality checks across the team.
- Systems & Reporting: Keep all data held in the CRM system up to date and accurate, support day-to-day system work associated with onboarding and account administration, and contribute to management information as required.
- Other: Provide ad hoc support across the Investor Operations and wider Client Operations team to help ensure its smooth day-to-day running.
Experience
- Experience in an operations, financial services, or investor administration environment.
- Fantastic attention to detail.
- Comfortable using Microsoft Office.
- Experience with CRM systems such as Salesforce, and familiarity with AI tools (e.g. ChatGPT, Claude), is advantageous.
- Comfortable and confident working with data and numbers; able to reconcile figures accurately and explain discrepancies.
- Good prioritisation, able to manage a busy workload with competing deadlines while maintaining accuracy.
- Clear and professional communication with clients, advisors and colleagues.
- Quick and agile learner, building new capabilities quickly.
- Collaborative and a good team player.
- An understanding of financial services and/or tax-efficient investments (e.g. VCT, EIS, IHT solutions) is an advantage, though not essential.
Why Join us?
You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. Be part of a growing and innovative team. We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. Opportunities for professional development and career progression.
At Triple Point, high performance means living our values every day:
- Stay Curious.
- Be Generous.
- Take Thoughtful Action.
- Pull Together.
- Own It.
In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities.
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
Client Operations Administrator- (9 Months FTC) in London employer: Triple Point
Triple Point is an exceptional employer located in London, offering a dynamic and collaborative work environment where innovation thrives. As a certified B Corp, we prioritise responsible investment and employee well-being, providing a comprehensive benefits package, hybrid working options, and ample opportunities for professional growth. Join us to be part of a team that values thoughtful action and continuous improvement, ensuring every employee can contribute meaningfully to our mission of leaving the world better than we found it.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Administrator- (9 Months FTC) in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Triple Point. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Triple Point.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Triple Point. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Operations Administrator- (9 Months FTC) in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Triple Point and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Triple Point how you can be a team player!
How to prepare for a job interview at Triple Point
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Triple Point.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Triple Point's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
