Operations Specialist (12 months fixed term contract)

We are looking for a highly motivated and reliable professional to support our Operations team and take on day‑to‑day responsibility for all operations processes relating to our business in the UK.

Responsibilities

• Perform KYC and AML checks
• Account activation management
• Account closure management
• Support customers reporting
• Support for internal stakeholders’ queries
• ISA transfer management
• Support billing calculation
• Day‑to‑day management of client cash inflows/outflows
• Support the asset transfer process
• Support regulatory and client reporting
• Verify and maintain data quality in systems
• Produce report and metrics

Requirements

• Excellent written and verbal communication skills
• Solid Microsoft Office Excel skills
• 1-2 years of experience in relevant roles
• Excellent analytical and problem‑solving skills
• Proactivity and passion for improving status quo
• Contract: 12‑month fixed term

Nice to Have

• Experience in fintech / wealth management
• Use of SQL
• Bachelor’s degree (Economic / Accounting / Law)
• Self‑driven, with the ability to work with minimal supervision

Benefits

• Health Insurance, Wellness plan
• Fee‑free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

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