Investment Operations Assistant - Farnborough, United Kingdom - Flexible Staffing Solutions

Flexible Staffing Solutions
Flexible Staffing Solutions
Verified Company
Farnborough, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Investment Operations Assistant:


Location - Farnborough.

Salary:
£26,000 with the opportunity to progress.

Possibility to work from home 2 days a week, after probation.

Shift Pattern:
Monday to Friday 9am - 5:30pm (12-month, fixed-term contract).

Reference:

GHPT

Want to be part of the team?
Our client is a London and New York-based fintech company that pioneered the youth fintech and financial education category.


They are on a mission to make every kid smart with money and to delight their community of 2 million parents, kids, and teens with innovative, market-leading tools to help parents raise financially healthy kids.

We're looking for an experienced Operations Assistant to take on this exciting opportunity


What you will do as an Opperations Assistant:

  • Report to, and support the Investment Ops Team Leader, you will play an essential part in the team.
  • Ensuring you provide the best possible level of service, both to members of the company and teams.
  • Provide weekly updates to finance partners.
  • Deal with the transfer and rejection of finance products.
  • Chase open queries with relevant departments and keeping communication with members.
  • Be available, visible, and able to answer any questions.
  • Ensure processes and procedures are uptodate and adheard to.
  • Liaise with Members on internal escalations ensuring all contact channels are updated.
  • Onboard new Special Accounts through the correct due diligence process.
  • Daily management of accounts and assisting with all queries relating to both new and exciting accountholders.

Our Ideal Investment Operations Assistant will have:

  • Basic knowledge in investments (ideally stocks and shares ISAs).
  • Experience within a regulated environment, preferably working to FCA guidelines.
  • Competent use of computer software to prepare reports and documents via Microsoft and/orGoogleSuite systems.

Employee benefits:


  • 30 days of holiday (including all but 3 public hols)
  • Your Birthday Day off
  • Excellent induction with ongoing learning and development throughout your career
  • Free tea, coffee, and loads of fruit
  • Access to 'salary sacrifice' benefits such as Cycle to Work scheme and Workplace Pension
  • Helpful and collaborative team where your ideas are welcomed
  • Great Company days out, incentives such as legendary Christmas parties and Company Meet Up
  • Long Service awards 3 years and 5 years
  • Family-Friendly leave policies
  • Discounts on cinema tickets, restaurants, and shopping via Westfield rewards membership
  • Workplace pension scheme
  • Flu Jab
  • Death in service 4x your annual salary from month
  • Enhanced maternity leave 20 weeks full basic pay after 2 years' service and 26 weeks full basic pay after 3 years' service
  • Paternity leave 2 weeks full basic pay from month 1, and 4 weeks full basic pay after probation
  • Westfield Cash Health Plan (for you and your children)
  • Westfield surgery plan after 3 years' service
  • Westfield Rewards (receive discounts at over 600 retailers)


  • Mental health platform

  • Open up
  • 5 days annual leave carry over.

If this sounds like the role for you, we'd love to hear from you

Salary:
From £26,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Discounted or free food
  • Enhanced maternity leave
  • Enhanced paternity leave
  • Free flu jabs
  • Private medical insurance

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Farnborough: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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