Job Description
What’s in it for you?
As a key member of our Investment Operations Team, you’ll gain hands‑on experience across the full spectrum of operational processes that keep our business running smoothly. From application processing and client data updates to cash matching, post‑distribution, document management and client withdrawals, you’ll be at the heart of delivering exceptional service.
The team
Our Operations function is split into five specialist teams – Cash Management, Client Onboarding, Client Account Operations, Settlements, and Middle Office – and you’ll have the opportunity to rotate across four of these areas, building a broad skill set and deep understanding of our end‑to‑end processes. This is a dynamic role where no two days are the same, offering variety, challenge, and the chance to develop your career in a fast‑paced environment.
Responsibilities include:
- Processing client redemption requests
- Managing client and adviser updates
- Handling cash management tasks
- Processing deceased accounts
- Settling stock and cash transactions
- Managing VCT buyback processes
- Processing applications
- Resolving reconciliation breaks
- Supporting corporate actions
- Transaction reportingHandling legal documentation
Qualifications
What you’ll ideally have
- Previous experience in a financial services organisation, with a strong understanding of regulatory requirements would be beneficial
- Financial qualifications desirable but not required (IOC, IMC, CII)
- Strong organisational skills and attention to detail
- Ability to manage multiple tasks and meet deadlines under pressure
- Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.
- As a reminder this role is a 12-month contract, covering maternity leave.
Additional Information
What we offer
- A competitive salary
- Untracked holiday
- Hybrid working – most of our people spend 3 days a week in the office
- Anchor (our wellness hub) which includes Headspace, one on one coaching through Wellness Cloud, Digital GP & more
We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio‑economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.
We’re proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt‑in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
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