At a Glance
- Tasks: Support day-to-day operations and ensure a seamless customer experience.
- Company: Join WealthKernel, an award-winning FinTech transforming wealth management.
- Benefits: Transparent culture, growth opportunities, and hands-on support from experienced professionals.
- Other info: Collaborative team atmosphere with a focus on results and innovation.
- Why this job: Make a real impact in a tech-focused environment while developing your skills.
- Qualifications: Experience with ISA/SIPP and GIA, plus a willingness to learn.
The predicted salary is between 28800 - 48000 £ 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 will support day-to-day operations across all our product types 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 are 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 SLAs and KPIs
Requirements
- ISA/SIPP and GIA knowledge, particularly regarding cash and in-specie transfers as well as pension drawdown
- Experience with established platforms and fast-paced environments
- Willingness to learn more about and take ownership of processes and customer outcomes, delivering the best outcomes for our clients
- Organised and comfortable communicating across teams
- Technical build interest and keen to operate in a tech-focused environment
Benefits
- 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
WealthKernel is an exceptional employer that fosters a culture of transparency and empowerment, making it an ideal place for an Operations Specialist to thrive. With a focus on professional growth, employees are encouraged to learn from their experiences and collaborate with talented teams in a tech-driven environment. Located in a vibrant FinTech hub, WealthKernel offers unique opportunities to engage in meaningful work that enhances financial accessibility across Europe.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist - Technical Operations in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those at WealthKernel. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by knowing your stuff. Brush up on ISA, GIA, and pension transfers. Show us you’re not just a candidate, but the right fit for our team!
✨Tip Number 3
Be ready to demonstrate your problem-solving skills. We love candidates who can think on their feet and tackle challenges head-on. Bring examples of how you've done this before!
✨Tip Number 4
Apply through our website! It’s the best way to get noticed. Plus, it shows us you’re genuinely interested in being part of the WealthKernel family.
We think you need these skills to ace Operations Specialist - Technical Operations in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Specialist role. Highlight your experience with ISA, GIA, and pension transfers, as well as any relevant operational tasks you've handled. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your previous experience makes you a great fit for our team. Don't forget to mention your interest in tech-focused environments!
Showcase Your Communication Skills:Since you'll be working closely with various teams, it's important to demonstrate your communication skills in your application. Share examples of how you've effectively collaborated with others in past roles to achieve common goals.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and we love seeing applications come directly from our site. Plus, it shows you're genuinely interested in joining us at WealthKernel!
How to prepare for a job interview at WealthKernel
✨Know Your Stuff
Make sure you brush up on your knowledge of ISAs, GIAs, and pensions. WealthKernel is looking for someone who understands cash and in-specie transfers, so be ready to discuss your previous experience in detail.
✨Show Off Your Communication Skills
Since the role involves working closely with various teams, demonstrate your ability to communicate effectively. Prepare examples of how you've successfully collaborated with others in past roles to ensure smooth operations.
✨Be Ready to Problem-Solve
Operations can get tricky, so think of scenarios where you've had to resolve issues or improve processes. Highlight your willingness to take ownership of tasks and how you’ve met SLAs and KPIs in your previous jobs.
✨Embrace the Tech Focus
WealthKernel operates in a tech-driven environment, so express your interest in technology and how it can enhance operational efficiency. Share any relevant experiences with established platforms or tech tools that could benefit the role.
