Investment Operations Officer 12 Month Contract

Whats in it for you

As a key member of our Investment Operations Team youll 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 youll 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 youll 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 reporting
• Handling legal documentation

Qualifications :

What youll 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. 

We encourage you to apply even if you dont tick every box. Whats the worst that can happen

This role will evolve as we grow and develop. So if you are looking for a challenge in a fast paced and dynamic business we can deliver on that. 

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 to one coaching through Wellness Cloud Digital GP & more 

Our Values 
At our core we believe that how a company behaves is just as important as what it does. Thats why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders employees customers communities environment and shareholders are considered in every decision we make. 

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.

Were 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 well be happy to accommodate where possible.

Remote Work :

No

Employment Type :

Full-time