At a Glance
- Tasks: Support day-to-day operations and ensure a seamless customer experience.
- Company: Join WealthKernel, an award-winning FinTech revolutionising wealth management.
- Benefits: Transparent culture, growth opportunities, and hands-on experience with experts.
- Other info: Dynamic role with evolving operational activities in a fast-paced setting.
- Why this job: Make a real impact in a tech-focused environment while developing your skills.
- Qualifications: Experience in ISA/SIPP and GIA transfers; strong communication and organisational skills.
The predicted salary is between 40000 - 50000 £ per year.
About the company
WealthKernel is a VC‑backed, award‑winning FinTech specializing 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 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’re looking for candidates who have previous experience in a similar role.
Typical day
- 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
- Knowledge of ISA/SIPP and GIA, 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, propose and try new things
- We believe in results. We don’t micromanage. We trust you.
- Opportunity to grow and develop your skills into new areas while working in an open, creative, and collaborative environment
- Hands‑on work with experienced professionals who will always be one click away if you need their help
Why us?
We offer the role of Operations Specialist in WK as an 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 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.
