Operations Executive - Fees - 6 Month FTC (Financial Services)

Location: Liverpool, United Kingdom; hybrid working with an expectation to be in the office 3 days per week

Company

hirify.global provides wealth management, investment management, and financial planning advice to clients in the UK.

What you will do

• Maintain fee static data across systems and load fee rates onto new accounts.
• Process fee debits, refunds, and reversals, and validate fee documentation.
• Provide fee guidance to branches, respond to mailbox and telephone queries, and liaise with platform providers and Finance.
• Support account opening, static data, internal account reconciliations, and ongoing fee projects.
• Assist related teams and departments as required, with training provided.
• Maintain high accuracy and service quality while meeting tight deadlines.

Requirements

• Background in Mathematics, Economics, Finance, or a similar field, with a passion for numbers.
• Working knowledge of Microsoft Office: minimum basic Word and intermediate Excel.
• Strong interpersonal and written and verbal communication skills, including communication with senior audiences.
• Ability to understand and summarise complex information professionally and concisely.
• High accuracy and attention to detail, with the ability to solve problems quickly and organise workloads effectively.
• 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, particularly in Operations.
• Professional qualifications such as the CISI Investment Operations Certificate, CII Certificate in Financial Services, or CII Diploma in Regulated Financial Planning.

Culture & Benefits

• Six-month fixed-term contract with full-time employment.
• Hybrid working model with office attendance required 3 days per week.
• Private medical insurance, life assurance, pension contribution, and a generous holiday package.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive and supportive workplace with employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments are available throughout the application process.