Are you experienced in payments, transfers, or wider banking operations - and ready to take the next step in your career?
We’re supporting an award winning international wealth management platform that is expanding its Operations team and looking for an Operations Executive to join their growing Bath-based office.
This business provides innovative online technology that empowers professional advisers to manage investments for internationally mobile clients, expats, and trustees. Their platform offers access to a wide range of investment options, including GIAs, ISAs, and SIPPs, as well as portfolio management tools and investment services.
What you’ll be doing:
As an Operations Executive, you’ll play a key role in the heart of the business - ensuring advisers and clients receive an exceptional service. Your responsibilities will include:
* Processing and prioritising day-to-day operational tasks, including payments, transfers, withdrawals, and client instructions
* Managing client account changes, including residency updates, adviser appointments, and platform set-ups
* Investigating and resolving queries, ensuring clients receive timely, compliant, and accurate outcomes
* Supporting operational risk management by escalating incidents, contributing to root cause analysis, and embedding preventative measures
* Helping to improve processes and systems to enhance efficiency and deliver great customer outcomes in line with Consumer Duty
What we’re looking for:
* 2+ years’ experience in payments, transfers, or wider banking/financial operations
* Excellent interpersonal and communication skills, both written and verbal
* Strong attention to detail and analytical skills
* A proactive, self-motivated approach with the ability to work both independently and as part of a team
* An interest in financial services, investments, and wealth management
Rewards & Benefits:
* Discretionary Bonus Scheme
* A contribution of 9% of your gross salary into your pension each month
* 33 days annual leave that includes English statutory bank and public holidays (prorated for part time employees)
* Opportunity to buy or sell an additional 5 days annual leave (prorated for part time employees)
* Private Healthcare Programme (Including Dental Benefits)
* Employee Assistance Program (EAP)
* Enhanced Parental Leave
* Enhanced Sick Pay
* Support with Professional Development
* Life Assurance
* Income Protection
If you have a strong background in payments, transfers, or banking operations, we’d love to hear from you.
Apply today to find out more