Settlements Executive

Settlements Executive

Full-Time 27000 - 35000 £ / year (est.) No home office possible
Vero HR Ltd

At a Glance

  • Tasks: Manage client payments and ensure accurate transaction processing in a fast-paced environment.
  • Company: Fast-growing FX and international payments business with a collaborative culture.
  • Benefits: Competitive salary, health insurance, gym membership, and extra holiday for your birthday.
  • Other info: Join a high-performing team and enjoy excellent career progression opportunities.
  • Why this job: Gain real responsibility and develop your career in financial services with structured training.
  • Qualifications: Strong numerical skills and attention to detail; experience in finance is a plus but not required.

The predicted salary is between 27000 - 35000 £ per year.

We are working with a fast‑growing FX and international payments business, supporting UK and international corporate clients with currency exchange and global payments. Founded by two co‑owners, the business has achieved impressive growth in a short space of time and is now planning ahead for its next phase of scale. As part of this growth, they are expanding their Operations team and are looking to hire a Settlements Executive to support increasing client volumes and transaction activity. This is an excellent opportunity to join a high‑performing, collaborative business where you’ll gain real responsibility, structured training, and long‑term career progression within financial services.

As a Settlements Executive, you’ll sit within the Operations team and play a critical role in ensuring client payments are processed accurately and on time. Once a deal has been agreed by the sales team, you’ll take ownership of the funds in / funds out process, making sure payments are authorised correctly, beneficiary details are verified, and transactions are accurately recorded across internal systems. You’ll work closely with both clients (via phone and email) and internal teams, resolving payment queries, investigating issues, and ensuring a smooth end‑to‑end payment experience. This role requires strong numerical ability, attention to detail, and the confidence to handle high‑value transactions in a fast‑paced environment. You’ll be fully trained on the company’s internal systems and processes, making this a great opportunity for someone looking to build or develop a career within FX, payments, or financial operations.

In particular, you will:

  • Manage funds in and funds out, ensuring accurate allocation of client money
  • Authorise and submit payments, following internal controls and procedures
  • Verify beneficiary details and update bank information accurately
  • Act as a point of contact for client and internal payment‑related queries
  • Log and reconcile FX trades across internal systems daily
  • Investigate and escape payment issues where necessary
  • Work closely with colleagues across Operations and Sales
  • Support reporting and assist with system testing and updates

(Previous experience in FX, payments, or financial services is beneficial but not essential — full training is provided.)

Essential skills and Experience:

  • Strong numerical skills and high attention to detail
  • Confidence communicating with clients by phone and email
  • Comfortable working with systems, spreadsheets, and internal platforms
  • Organised, methodical, and calm under pressure
  • Ability to work independently while contributing to a team environment

In return we are offering:

  • A highly competitive salary between £27,000 - £35,000 depending on skills and experience.
  • 20 days annual leave plus bank holidays (increases with service up to 25 days).
  • Extra day of annual leave to celebrate your birthday.
  • Subsidised gym membership.
  • Season ticket loan.
  • Health insurance.
  • Life insurance.

Settlements Executive employer: Vero HR Ltd

Join a dynamic and rapidly expanding FX and international payments business that values collaboration and high performance. As a Settlements Executive, you'll benefit from structured training, competitive salary, and ample opportunities for career progression in the financial services sector, all while working in a supportive environment that prioritises employee well-being with perks like health insurance and subsidised gym memberships.
Vero HR Ltd

Contact Detail:

Vero HR Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Settlements Executive

✨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 practising common questions and scenarios related to settlements and payments. Show off your numerical skills and attention to detail – these are key for the Settlements Executive role!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can keep you fresh in their minds and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’re the perfect fit.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Settlements Executive

Numerical Skills
Attention to Detail
Client Communication
Payment Processing
Funds Management
Beneficiary Verification
Issue Investigation
Reconciliation
Organisational Skills
Methodical Approach
Calm Under Pressure
Team Collaboration
System Proficiency
Spreadsheet Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant experience in FX, payments, or financial services, even if it's just a small part of your background.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about the Settlements Executive role. Share specific examples of how your skills align with what we’re looking for, especially your numerical ability and attention to detail.

Showcase Your Communication Skills: Since you'll be communicating with clients and internal teams, make sure your application demonstrates your confidence and clarity in communication. A well-written application can really set you apart!

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 don’t miss out on any important updates from our team.

How to prepare for a job interview at Vero HR Ltd

✨Know Your Numbers

As a Settlements Executive, strong numerical skills are crucial. Brush up on your basic maths and be prepared to discuss how you handle numerical data in previous roles. You might even want to practice some quick calculations to show your confidence during the interview.

✨Understand the Payment Process

Familiarise yourself with the funds in and funds out process. Research common payment issues and how they can be resolved. This will not only help you answer questions but also demonstrate your proactive approach and genuine interest in the role.

✨Communicate Clearly

Since you'll be dealing with clients and internal teams, effective communication is key. Practice articulating your thoughts clearly and concisely. Consider role-playing with a friend to simulate client interactions, focusing on how you would handle queries or issues.

✨Show Your Organisational Skills

Being organised and methodical is essential in this role. Prepare examples from your past experiences where you successfully managed multiple tasks or projects. Highlight how you prioritised your workload and maintained accuracy under pressure.

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