Operations Specialist (Transfers Team)
About The Position
InvestEngine is seeking an Operations Analyst to join their Transfers team. The role involves ensuring the safe and accurate handling of client money through daily reconciliations and the smooth processing of ISA transfers. This position is crucial for protecting client assets, maintaining regulatory compliance, and building customer confidence. The ideal candidate will be rigorous, detail-oriented, and process-driven, with a proactive approach to issue resolution and a strong ability to meet daily deadlines. The role requires close collaboration with internal Operations and Client Services teams, as well as external counterparties (ISA providers), with the autonomy to manage daily reconciliations and transfers from start to finish, escalating exceptions as needed.
Requirements
- Strong attention to detail and process orientation; completes reconciliations and transfers without errors and keeps a clear audit trail
- Problem-solving ability; identifies and investigates breaks, and escalates when necessary
- Excellent time management; consistently meets daily cut-offs and regulatory deadlines
- Confident with Excel and reconciliation / operations platforms
- Clear communicator who shares information effectively across Operations, Client Services and external parties
- English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team
Nice To Haves
- Experience in fintech, investment platforms, brokerage or wealth-management operations
- Familiarity with ISA transfer processes and the UK regulatory environment
- Experience using reconciliation platforms and ops tooling
Responsibilities
- Complete accurate daily reconciliations by the daily cut-off, maintaining a full audit trail
- Investigate and resolve reconciliation breaks, escalating exceptions where appropriate
- Process ISA transfers within SLA, keeping cases moving smoothly
- Resolve transfer rejections promptly, aiming to close them within 2 business days
- Process ISA History Forms (IHFs) accurately to maintain correct ISA allowance updates
- Collaborate with Operations, Client Services and external counterparties to progress cases without delays
- Continuously improve reconciliation and transfer processes to reduce breaks and operational risk
Benefits
- Impact from day one
- Room to grow
- Transparent and open culture
- Supportive, high-calibre team
- Remote and flexible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
