Graduate Operations Specialist - Wealth Tech Kickstart

LGBT Great; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A financial services startup is seeking a Graduate Operations Specialist to support day-to-day operations, manage client relationships, and innovate processes. The role offers a chance to kickstart a career in financial planning with support to achieve the CII Diploma in Regulated Financial Planning. The ideal candidate will be proactive, a strong communicator, and have a keen interest in personal finance. Competitive salary and benefits offered, flexible working available after initial training period.

Benefits

Competitive salary

Bonus and pension

Private medical insurance

Flexible working hours

Access to wellness support

Qualifications

• Genuine interest in personal finance and fintech.
• Great communicator able to empathize with others.
• Highly motivated with strong organizational skills.

Responsibilities

• Onboard new clients and manage relationships.
• Own and improve operational processes.
• Act as a contact point for operational questions.

Skills

Interest in personal finance

Communication skills

Organisational skills

Problem-solving

Attention to detail

Ability to learn quickly

Education

2:1 degree or relevant experience

Job description

A financial services startup is seeking a Graduate Operations Specialist to support day-to-day operations, manage client relationships, and innovate processes. The role offers a chance to kickstart a career in financial planning with support to achieve the CII Diploma in Regulated Financial Planning. The ideal candidate will be proactive, a strong communicator, and have a keen interest in personal finance. Competitive salary and benefits offered, flexible working available after initial training period.