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Moneyfarm
Moneyfarm
51 – 200 Angajați
B2CFinanțeFintech
Moneyfarm este o companie de tehnologie financiară și servicii financiare care se concentrează pe accesibilizarea investițiilor personale. Platforma sa oferă suport pentru planificarea investițiilor, alocarea activelor, gestionarea averii și finanțele personale, cu accent pe ETF-uri și economisire. Moneyfarm construiește portofolii personalizate în funcție de obiectivele financiare ale fiecărui client și deservește peste 80.000 de investitori, administrând active în valoare de peste 2,2 miliarde de lire sterline. Echipa companiei activează la intersecția dintre tehnologie, investiții și serviciile financiare pentru consumatori.
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Operations Manager, UK Operations

Lead Moneyfarm’s UK operations across regulatory controls, transfers, cash management, reporting and client service at a pan-European digital wealth manager.

GBRegatul UnitHibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăOperațiuni

Descriere

  • Lead and support the UK Core, Transfers and Support teams in their daily work.
  • Set team objectives, give feedback and build a collaborative, high-performing culture.
  • Manage the UK Core team directly.
  • Align UK operations with Group objectives.
  • Oversee KYC and AML checks.
  • Manage account openings and closures.
  • Handle ISA and pension transfers.
  • Calculate client invoices.
  • Manage client cash inflows and outflows.
  • Oversee asset transfers.
  • Manage regulatory and client reporting.
  • Create processes and improve existing ones for efficiency, quality and scale.
  • Keep operating procedures reviewed, current and documented.
  • Build working relationships across Compliance, CASS, Product, Customer Service, Italy Operations, custodians, providers, partners, regulators and auditors.
  • Promote a client-first culture across the UK market.
  • Track UK Operations performance through live dashboards, KPIs and SLAs.
  • Work with UK CRM and Customer Service to improve customer journeys.
  • Agree SLAs and maintain the published UK priority order.
  • Ensure Product and Tech prioritise operational needs.
  • Coordinate improvements with the Head of Client Operations and the Italy Operations Manager.

Cerințe

  • Build, engage and influence relationships with internal and external stakeholders.
  • Prioritise work effectively.
  • Lead, motivate, coach and develop team members.
  • Bring a client-first mindset.
  • Know financial intermediary regulations, including AML, MiFID, MiFIDPRU, COM100, CASS, Consumer Duty and FATCA/CRS.
  • Understand back-office processes for SIPPs, ISAs, discretionary portfolio management and trading.
  • Apply strong analytical and problem-solving skills.
  • Adapt quickly in a fast-moving, changing environment.
  • Provide flexible support during periods of high workload.
  • Use Microsoft Excel proficiently.
  • Have at least five years’ experience in a relevant role.
  • A bachelor’s degree in Economics, Accounting or Law is preferred.

Beneficii

  • Flexible working arrangements.
  • A workplace culture focused on diversity and inclusion.

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