Operations Officer (Wealth Management)

Location: UK, Bristol Temple Quay

Company

hirify.global provides a global end-to-end wealth management platform that integrates technology with business and investment operations for financial institutions.

What you will do

• Process daily operational activities accurately and within client KPIs, KRIs, SLAs, and regulatory standards.
• Deliver operational services to corporate and retail clients while coordinating with internal and external stakeholders.
• Manage functional activities including static data and pricing, dealing, transfers, corporate actions, settlements, payments, and reconciliations.
• Process orders, transfers, market settlements, client cash movements, pooled FX transactions, and corporate actions.
• Investigate reconciliation breaks, processing errors, control exceptions, and transfer discrepancies, ensuring timely resolution.
• Support operational transformation, risk reporting, control attestation, breach reporting, and continuous improvement initiatives.

Requirements

• Degree or equivalent qualification in finance, business, or a numerate discipline.
• Operations experience within wealth management or the platform industry.
• Client services experience and the ability to communicate effectively with relevant stakeholders.
• Experience using Excel for data analysis.
• Ability to work accurately, meet deadlines, and maintain high-quality processing standards.
• Understanding of financial-services risk, compliance, and regional regulatory requirements is preferred.

Nice to have

• Knowledge of wealth-management platform propositions from retail client services through asset servicing.
• Technical operational knowledge relevant to the assigned functional area.
• Change-management experience.

Culture & Benefits

• Collaborative culture focused on openness, constructive challenge, ethical decision-making, and engagement.
• Training and development to maintain professional and technical knowledge.
• Support for mandatory training and continuing professional development requirements.
• Focus on operational controls, client protection, risk prevention, and service quality.