Cash Operations Team Leader

TL;DR

Cash Operations Team Leader: Managing and optimizing workflows for cash management within a financial platform with an accent on team development, quality assurance, and compliance with FCA Regulations. Focus on maintaining high operational standards, ensuring timely and accurate record-keeping, and supporting project implementations within a structured environment.

Location: Hybrid working model, requiring 3-4 days per week in the office in Manchester, London, or Bristol. New team members will spend the first 3 months full-time in the office.

Salary: £31,000

Company

hirify.global is a rapidly growing UK investment platform business providing award-winning solutions for professional financial advisers and DIY investors.

What you will do

• Manage and optimize workflows for cash operations, ensuring efficiency and timely record-keeping.
• Train, develop, and coach team members, including performance reviews and identifying training needs.
• Ensure all internal and external SLAs are met and produce effective KPI data and MI.
• Maintain high standards of customer service through QA checks and promptly address customer queries.
• Ensure compliance with FCA Regulations and develop effective key controls to minimise business risk.
• Support project implementations, fixes, and upgrades through software testing and process definition.

Requirements

• Team Leading experience or significant experience in a senior financial services role.
• Demonstrable knowledge of client money rules in relation to investment business (CASS).
• Knowledge of banking payment methods (BACS, Faster Payments, Debit Card, Cheques).
• CISI Investment Operations Certificate (IOC).
• Excellent verbal and written communication.
• Ability to work in a deadline-driven, structured environment, and organise and prioritise tasks for self and others.

Culture & Benefits

• Starting holiday entitlement of 26 days, increasing up to 31 days with service.
• Choice of pension schemes with matched contributions up to 7% and a discretionary bonus scheme.
• Health Cash Plan, discounted private healthcare, and free on-site gym with classes.
• Enhanced maternity, paternity, and shared parental leave.
• Personal development programmes, ongoing technical training, and professional qualification support.
• Casual dress code and a calendar of social events.