Operations Specialist

We're a pan-European digital wealth manager with 100,000 active investors (growing fast!) and over £5 billion invested on our platform. With 230+ people across 4 offices in Italy and the UK, we're supported and funded by Poste Italiane, Cabot Square Capital, M&G and Allianz.

We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we're known as one of the most innovative fintechs headquartered in the heart of London.

Mission: To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:
We've built our business on three Principles

Relationships are our first asset

We're one team, built on trust, honesty and transparency. We value our relationships above all else.

Trust drives success

We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.

Our customers dream big, just like us

We see the bigger picture and we make sure our customers see it, too. We're always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are - their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

Italian candidates who belong to 'Categoria protetta' (Legge 68/99) are welcome!

Who we're looking for

Moneyfarm is growing and evolving. 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. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. While we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch.

Responsibilities

• Day-to-day management of client cash inflows/outflows
• ISA transfer management
• Support billing calculation
• Support Corporate Action management
• Support Asset transfer process
• Support regulatory and client reporting
• Perform KYC and AML checks
• Verify and maintain data quality in systems
• Produce report and metrics

• Ability to conduct large-scale data analysis and modelling to derive actionable insights
• English, written and spoken (starting with B2 level)
• Previous experience in client operations management (either in banking or similar industries)
• Excellent analytical and problem-solving skills
• Solid Microsoft Office Excel skills
• Proactivity and passion for improving status quo

Nice to have

• Use of SQL
• Bachelor's degree (Economic / Accounting / Law)
• Self-driven, ability to work in an unstructured environment 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!