Investment Operations Consultant

Wesleyan; Birmingham; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

Wesleyan is seeking an Investment Operations Consultant in Birmingham to enhance the operational capabilities of the investments department. This permanent role offers the chance to develop key processes and ensure efficient delivery of competitive customer returns, with a salary of up to £50,000. The position supports flexible working arrangements, aiming to attract diverse talents committed to excellence.

Benefits

Annual performance-based bonus

Company pension scheme

28 days annual leave plus additional culture day

Cashback and discounts on major brands

Enhanced maternity and paternity pay

Volunteering days per year

Qualifications

• Investments experience not essential, but operations experience is helpful.
• Must be a responsive self-starter with the ability to produce results.
• Excellent capability in writing reports and business correspondence.

Responsibilities

• Lead department processes and implement continuous improvement initiatives.
• Maintain the operational elements of the Risk Management Control Framework.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Advanced Excel skills

Time management

Creativity

Problem solving

Proactive approach

Education

Experience in operations role

Job description

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Investment Operations Consultant, Birmingham

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Client:

Location:

Birmingham, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

8609b09928af

Job Views:

4

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Role Summary:

- Annual salary of up to £50,000 per annum (dependent on experience)

- Birmingham Based; hybrid working; currently 3 days per week in the office (subject to change based on business requirements)

- Permanent Role

We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.

As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.

To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about

Your role:

This newly created role is offering a great opportunity for someone to develop, enhance and optimise the operational capabilities of the investments department. The role will allow the successful candidate to develop and take ownership of key processes, procedures and operational responsibilities thereby ensuring the investments team can more efficiently deliver competitive customer returns.

What you’ll be doing:

• Lead on department processes and procedures and identify and implement continuous improvement initiatives.
• Develop, enhance and optimise the operational capabilities of the department.
• Maintain the operational elements of the Risk Management Control Framework i.e. maintain policies, procedures, checklists, limits.
• Interact and liaise with all company departments i.e., Compliance, Risk & Regulatory, Finance, IT, Marketing, Distribution, HR, Procurement and Legal.
• Lead strategic relationships with suppliers.
• Assisting and supporting senior staff on strategic operational matters and Committee reports.
• Monitor and ensure team compliance with internal policies and regulatory requirements.
• Develop and evolve existing daily operational procedures and processes to support our strategic direction.
• Provide strategic operational input on decision making issues affecting the department’s operational risk framework.
• Understand and mitigate key elements of the company’s Risk Management Control Framework.
• Develop and monitor reliable operational internal control systems.
• Ensure that the company complies with all operational and where applicable regulatory requirements (FCA UK regulations).
• Maintain relations with internal and external auditors and investigate operational findings and recommendations.
• Investments experience is not essential.
• Advanced Excel skills (Formula’s Look up / VBA)
• Able to maintain composure and consistently demonstrateprofessionalism.
• Ability to recognise problems, collect data, establish facts, draw valid conclusions, and make recommendations to increase efficiency.
• Exceptional time management and creativity with the ability to analyse workflow and set priorities to meet deadlines.
• Ability to effectively handle and maintain confidential matters and information in a trustworthy manner.
• Must be a responsive self-starter who is self-motivated with the ability to produce results, meet all established goals, objectives, and expectations.
• Proactive approach, team player with high standard of ethics.
• Must have an excellent ability to write reports, business correspondence and procedure manuals.
• Ability to effectively present information and respond to questions from other Internal departments and third-party organisations.
• Experience gained from an operations role would be useful.

· Annual Performance based Bonus – based on a mixture of company and personal performance.

· Company pension scheme - matched plus 2% (up to 10%).

· 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service.

· Cashback and discounts on major brands in retail, leisure, health, and wellbeing.

· Enhanced maternity & paternity pay.

· 2 volunteering days per year.

To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards

What to know before applying:

We’re an Equal Opportunities employer: We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.

Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.

VISA sponsorship : We cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.

Recruitment Agencies: Any unsolicited submissions will be accepted as a direct application from the candidate and no fees will be payable.

Apply ASAP!: We reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.

Regulatory Requirements: As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).