Investment Operations Officer - 12 Month Contract

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 reporting
• Handling 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. 

We encourage you to apply even if you don’t tick every box. What’s 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. That’s 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.

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.