Operations Executive - Fees - 12 Month FTC

Location: Hybrid in Liverpool, United Kingdom; expected to work in the office 3 days per week.

Company

hirify.global provides wealth management, investment management, and financial planning advice in the United Kingdom.

What you will do

• Maintain fee static data across various systems and load fee rates onto new accounts.
• Process fee debits, refunds, and reversals; validate fee documentation and provide fee guidance to branches.
• Manage the fees mailbox, answer fee-related calls, and respond to internal and external queries.
• Liaise with platform providers and Finance and assist with ongoing fee projects.
• Support Account Opening, Static Data, internal account reconciliations, and related teams when required.
• Maintain high-quality service levels, minimise errors, and meet tight deadlines.

Requirements

• Background in Mathematics, Economics, Finance, or a similar subject, with a passion for numbers.
• Basic knowledge of Microsoft Word and intermediate knowledge of Microsoft Excel.
• Strong interpersonal and written and verbal communication skills, including communication with senior audiences.
• Ability to understand and summarise complex information professionally and concisely, with high accuracy and attention to detail.
• Ability to solve problems quickly, organise workloads effectively, and meet tight deadlines.
• Ability to respond to internal and external queries promptly and provide a high level of customer service.

Nice to have

• Experience in a financial services institution, especially in Operations.
• Relevant professional qualifications such as the CISI Investment Operations Certificate, CII Certificate in Financial Services, or CII Diploma in Regulated Financial Planning.

Culture & Benefits

• Hybrid working model with office attendance required for this role.
• Private medical insurance, life assurance, and pension contribution.
• Generous holiday package with the option to purchase additional holiday.
• Shared parental leave.
• Inclusive, supportive, and respectful workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.