Operations Administrator (Fintech)

TL;DR

Operations Administrator (Fintech): Processing operational tasks within the Client Cash department with an accent on regulatory compliance, settlements, and account management. Focus on maintaining high accuracy in financial transactions, supporting internal and external stakeholders, and ensuring adherence to FCA and CASS rules.

Location: Must be based in or able to commute to Leeds, UK. Role is hybrid: 3 days on-site per week (5 days on-site required during the initial 3-month training period).

Salary: £28,300

Company

hirify.global is the UK’s number one flat-fee investment platform, providing a secure home for pensions, ISAs, and investments for over 450,000 customers.

What you will do

• Process operational tasks including cash, settlements, customer accounts, and corporate actions with high accuracy.
• Handle email and phone queries from customers and internal departments regarding operational processes.
• Ensure strict adherence to departmental policies, procedures, and regulatory standards.
• Escalate identified risks and unresolved issues to support timely investigations.
• Collaborate with internal teams and external stakeholders to deliver high-quality service.
• Contribute to departmental efficiency by recommending process improvements.

Requirements

• Minimum of 2 years’ experience working within an administration environment.
• Knowledge of the Financial Services Sector, specifically Wealth Management.
• Understanding of the regulatory environment, including FCA rules and CASS principles.
• Advanced PC literacy and proficiency in MS Office applications.
• Strong communication skills with the ability to build rapport across all channels.
• Ability to manage high volumes of work and maintain accuracy under pressure.

Culture & Benefits

• Group Personal Pension Plan with 8% employer contribution.
• Private Medical Insurance provided by Bupa.
• 25 days annual leave plus bank holidays.
• Life Assurance and Group Income Protection.
• Personal & Well-being fund and retail discounts.
• Staff discounts on investment products.