At a Glance
- Tasks: Support daily operations and ensure a seamless customer experience in wealth management.
- Company: Join WealthKernel, an award-winning FinTech transforming financial services.
- Benefits: Empowering culture, growth opportunities, and hands-on experience with industry professionals.
- Other info: Dynamic team atmosphere with a focus on innovation and collaboration.
- Why this job: Make a real impact in a tech-focused environment while developing your skills.
- Qualifications: Experience in ISA/SIPP and GIA, with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
About the company
WealthKernel is a VC-backed, award-winning FinTech specialising in the wealth management industry. With a commitment to making financial services better and more accessible, WealthKernel builds modern, API-driven infrastructure that powers savings, investment, and pension products across Europe.
About the job
As an Operations Specialist in our Operations team, you’ll support with the day-to-day operations across all our product types in order to provide a seamless and efficient customer experience for our clients. This includes managing ISA, GIA and pension transfers and day to day operational activities. You will be in close contact with all areas of the operations team and the wider WealthKernel teams. We’re looking for candidates who have previous experience in a similar role.
On a typical day you will be:
- Processing operational tasks such as transfers and cash payments across ISAs, JISAs, GIAs and Pension wrappers
- Processing in specie transfers and ensuring the correct registration of the underlying customer assets
- Performing general operational tasks such as matching customer deposits, matching transfer deposits and returning any unmatched deposits
- Working as part of a small team, using effective communication to ensure daily tasks are completed with a high degree of accuracy
- Maintaining ownership of any request until resolution and meeting agreed SLA’s and KPI’s
- Operational activities change from time to time as the business grows to meet the changing demands of a rapidly scaling Operations function
Requirements
- ISA/SIPP and GIA knowledge, particularly regarding cash and inspecie transfers as well as pension drawdown
- Have experience with established platforms and fast-paced environments
- You have a willingness to learn more about and take ownership of processes and customer outcomes, delivering the best outcomes for our clients
- Are organised and comfortable communicating across teams
- Have technical build interest and keen to operate in a tech-focused environment
Benefits
Why us? We believe in transparency and empowering people. We want you to challenge us and also to accept being challenged. We want you to learn from your mistakes. We want you to propose and try new things. We believe in results. We don’t micromanage. We trust you.
You will have the opportunity to grow and develop your skills into new areas while working in an open, creative, and collaborative environment. You will work hands-on with experienced professionals who will always be one click away from you if you need their help. The role of Operations Specialist in WK offers the opportunity to grow and develop your skills into new areas while working in an open, creative and collaborative environment while interacting with various talented teams of people who love what they do.
Operations Specialist - Technical Operations in London employer: Wealthkernel.com
WealthKernel is an exceptional employer that fosters a culture of transparency, empowerment, and continuous learning. As an Operations Specialist, you will thrive in a collaborative environment where your contributions are valued, and you have the opportunity to develop your skills alongside experienced professionals. Located in a dynamic FinTech landscape, WealthKernel offers a unique chance to be part of a rapidly growing company that is committed to making financial services more accessible and efficient for clients across Europe.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist - Technical Operations in London
✨Tap into Campus Networks
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✨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.
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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
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We think you need these skills to ace Operations Specialist - Technical Operations 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 Wealthkernel.com.
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 Wealthkernel.com'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 Wealthkernel.com
✨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 Wealthkernel.com.
✨Prepare for Case Studies
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Wealthkernel.com 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 Wealthkernel.com 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.
