Wealth Operations Specialist

7 months ago

London, United Kingdom Monzo Full time

London or UK Remote | £32,500 - £45,000 + Benefits | Hear from the team ✨Check out our Career Launchpad

**About us**:
We're here to make money work for everyone and we're doing things differently. For too long, banking has been obtuse, complex and opaque.

We want to change that and build a bank with everyone, for everyone. Our amazing community suggests features, test the app and give us constant feedback so we can build something everyone loves.

We're focused on solving problems, rather than selling financial products. We want to make the world a better place and change people's lives through Monzo.

**About the team**:
We are a small, mission-driven team that is building saving & investing products for millions of people. We want to work with people who are passionate about customers, and ready to get involved in an operations team at an early stage.

**About the role**:
As a Wealth Operations Specialist, you will be part of our small team that works across a number of areas of the Monzo back-office, including:

- Delivering a great experience when customers choose to transfer a product (e.g. GIA, ISA & SIPP),
- Working closely with third parties that Monzo integrates with to administer wealth products,
- Performing daily reconciliations and identifying control improvements,
- Ensuring compliance with Monzo policies and regulatory requirements,
- Assisting with the production of documentation and data, and
- Answering queries from Product, Engineering and Customer Service teams to support them in their work.

You will report to the Wealth Operations Lead, as well as the cross-functional team developing savings & investment products at Monzo.

We are looking for people who are naturally curious about the way things work, who have a bias to action, can communicate transparently, and are committed to investigating details that ensure we get the right results for customers.
- You have experience working in a regulated financial services firm,
- You can demonstrate previous experience of securities & investment operations, which might include: dealing, custody operations, transfers, or product administration
- You're familiar with applicable FCA and HMRC rules, including CASS and ISA Regulations.
- You're able to work autonomously in a fast-paced environment

**The interview process**:
Our interview process involves 4 main stages:

- Short call with a Monzo recruiter
- 30 minute video-call with the Hiring Manager
- Take Home Task
- Interview Loop (2 x 45 minute interviews conducted over GoogleMeet)
- **Applications close at 6pm on 6th February**

**What's in it for you**:
£32,500 - £45,000 (Dependent on Experience) ➕ plus stock options & benefits

This role can be based in our London office, but we're open to distributed working within the UK (with ad hoc meetings in London).
- We offer flexible working hours and trust you to work enough hours to do your job well, at times that suit you and your team.

Learning budget of £1,000 a year for training courses and conferences ➕ much more, see our full list of benefits **here**

**Equal Opportunity Statement**

**We are actively creating an equitable environment for every Monzonaut to thrive.**

Diversity and inclusion are a priority for us and we are making sure we have lots of support for all of our people to grow at Monzo. At Monzo, embracing diversity in all of its forms and fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog, 2022 Diversity and Inclusion Report and 2022 Gender Pay Gap Report.

We're an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

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