Investment Operations Assistant
GoHenry
- Farnborough, Hampshire
- £26,000-27,000 per year
- Permanent
- Part-time
- Reporting to, and supporting the Investment Ops Team Leader, you will play an essential part in the team. Ensuring you provide the best possible level of service, both to our members and the wider GoHenry teams.
- Providing weekly updates to our finance partners
- Dealing with the transfer and rejection of finance products
- Chasing open queries with relevant departments and keeping communication with members up-to-date
- Be available, visible, and able to answer any questions
- Ensure processes and procedures are up-to-date and adhered to
- Liaise with our Members on internal escalations ensuring all contact channels are updated
- Onboard new Special Accounts through the correct due diligence process
- Daily management of accounts and assisting with all queries relating to both new and exciting account holders
- Basic knowledge in investments (ideally stocks and shares ISAs).
- Experience within a regulated environment, preferably working to FCA guidelines.
- Competent use of computer software to prepare reports and documents via Microsoft and/or Google-Suite systems.
- You are a clear communicator and able to use diplomacy and sensitivity wherever needed.
- You’re a problem-solver who can assess a situation and identify possible solutions.
- A confident and approachable people person.
- Someone who cares and is passionate about what they are doing every day!
- Someone who can keep calm in a crisis.
- Your Birthday Day off
- 5 days annual leave carry-over
- An excellent Induction & onboarding program with ongoing learning & development throughout your career
- Family-friendly leave policies
- A choice between Bupa Health Cash Plan or Bupa Private Medical
- Flu Jab
- Death in service – 4x your annual salary from month 1
- Physical and Mental Wellbeing support and platforms for you and your family
- Enhanced maternity leave – 20 weeks full basic pay after 2 years’ service and 26 weeks full basic pay after 3 years’ service
- Paternity leave – 4 weeks full pay after probation
- Salary Sacrifice options
- We ranked #38 in Newsweek's Top 100 Most Loved Workplaces in the UK in 2023
- We’re one of Tech Track’s top 50 fastest-growing UK companies.
- We won Finders Kid’s Cards Customer Satisfaction Awards in 2022 and 2023.
- We won the Tech for Good award at the Better Society Awards 2023
- Our kids and parents have donated over £500,000 of their own money to NSPCC via their GoHenry accounts