Operations Specialist

We’re a pan-European digital wealth manager with 50,000 active investors (growing fast!) and over £1.2 billion invested on our platform. With 130+ people across 4 offices in Italy, Germany and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital 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. 

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

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. 

Profiles who belong to CATEGORIA PROTETTA (LAW 68/99)are more than welcome!

 

There are a number of activities and tasks which facilitate the smooth running of the firm. The Operations Specialist will run a set of key tasks which are instrumental to ensuring a controlled, efficient and client oriented provision of investment advisory and trading.

 

As Operations Specialist, you will own and manage a specific set of procedures necessary for the running of Moneyfarm day to day Client Operations. You will also provide support to colleagues dealing with various tasks to ensure the fluid running of the team.

 

In order to be successful in this role, you will need to ensure strong and constant communication with key stakeholders of Operations: being the Investment Advisory team, Compliance, Engineering and Product across both Italy and UK locations.

 

-Preparation and processing of all new client documentation and amendments

-Processing and controlling transfers of assets/cash Process ISA (Individual Savings Accounts) subscriptions and transfers

-Process Pension related procedures (AML, KYC, Transfers)Processing client payments

-Checking monthly bills and control production

-Checking quarterly account statements and control production

-Checking taxes and stamp-duty and control production

-Ensuring maintenance of client KYC on systems

-Ensuring correct and on-time regulatory reporting

-Ensuring client details and reviews are recorded correctly on systems

-Liaise with key stakeholders in compliance, tech and client relationship management

-Experience in a similar role in Financial Services

-Works well as part of a team in a fast-paced environment

-Strong interpersonal and influencing skills

-Excellent organisational skills/ Ability to accurately perform tasks in a timely manner

-Ability to work with remote teams

-Digitally savvy

-Sharp, eager to learn and to have an impact

-Fluent in English (writing and speaking)

-Prior experience in the UK market (either studying or working)

-Willingness to “build” something, entrepreneurial mindset