Investment Operations Officer

What's in it for you?
Join our dynamic Investment Operations Team, where you'll play a key role in supporting a wide range of operational activities. From application processing and client data updates to cash matching and document management, your work will be essential to ensuring smooth and accurate operations across the business.

We’re seeking a detail-oriented and fast-learning individual who thrives in a team environment and can adapt quickly to changing priorities. You’ll be trained across multiple processes, so strong listening skills and the ability to take clear, useful notes are essential.

The team

Our Operations function is structured into four specialist teams:

• Cash Management
• Client Onboarding
• Client Account Operations
• Middle Office

What you'll be doing

You’ll rotate across these teams based on business needs, giving you exposure to a variety of processes and the opportunity to develop a broad skillset.

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

Ideally you will have: 

• Previous experience in a financial services organisation, with a strong understanding of regulatory requirements
• Financial qualifications desirable but not required (IOC, IMC, CII) 
• Experience in a similar role within financial services desirable but not required.
• Proven ability to work effectively in a team
• Strong organisational skills and attention to detail
• Ability to manage multiple tasks and meet deadlines under pressure  
• Accuracy
• Focus: When volumes spike, we need someone who can concentrate and commit fully to getting the job done.

We encourage you to apply even if you don’t tick every box. What’s the worst that can happen? 

What we offer
💰 A competitive salary, bonus, pension and share incentive plan 
✈️ 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 
👪 Up to 6 months paid parental leave regardless of gender 
❤️ Life insurance, critical illness cover and income protection 
🏥 Private medical insurance for you and your family 
🚗 Electric vehicle leasing 
🌍 The option to work overseas up to a month per year 

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.