Operations Associate (Financial Services)

Location: Welcome Building, Bristol, United Kingdom; hybrid working options are available. Monday to Friday, shifts between 8am and 6pm, 37.5 hours per week.

Company

hirify.global is a UK investment platform helping private investors save and invest for the future.

What you will do

• Communicate with clients through letters, email, chat, and other channels.
• Provide personalised service, resolve issues at first contact, and achieve appropriate outcomes for clients and the business.
• Apply relevant policies, controls, and regulatory requirements with a high level of accuracy.
• Identify when issues or concerns require escalation and support vulnerable clients.
• Contribute to team risk and control activities and collaborate with internal teams and external companies.

Requirements

• Experience in financial services or another client-facing business.
• Experience working with internal or external clients and delivering accurate, high-quality service.
• Strong interpersonal, organisational, and communication skills.
• Proactive approach, ownership, ability to work under pressure, and willingness to learn.
• High computer literacy and competence in Microsoft Office.
• Track record of following regulatory requirements. Employment sponsorship is not available.

Nice to have

• Experience working within Transfers.

Culture & Benefits

• Service Progression Pathway with opportunities for professional development in financial services.
• Flexible working options, including hybrid working.
• 25 days of annual leave plus bank holidays and an additional Christmas closure day, with the option to purchase five extra days.
• Annual bonus, annual pay review, pension contributions of up to 11%, enhanced parental leave, income protection, and life insurance.
• Private medical insurance, healthcare cash plans, health screening, mental health counselling, remote GP access, and wellbeing support.
• Two paid volunteering days per year and travel-to-work schemes.

Hiring process

• Competency-based interview conducted through Microsoft Teams.