Operations Strategy Analyst

Practicus; Southampton; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Southampton seeks an adaptable Operations Generalist. This role involves varied responsibilities across the customer journey and operations. Candidates should have strong experience in financial operations and excellent analytical skills using Excel and SQL. Benefits include a competitive salary, hybrid working, and opportunities for career growth in a supportive team environment.

Benefits

Competitive salary (£40,000–£55,000) and annual bonus

Clear opportunity to grow into a senior role

25 days holiday + bank holidays

Private medical insurance (Bupa)

Hybrid working after probation

Mental health and wellbeing support

Cycle to work scheme

Family leave, life insurance, income protection

Team socials and casual dress code

Collaborative, supportive team culture

Qualifications

• Solid experience in financial operations beyond entry-level.
• Broad knowledge across customer journey and operational processes.
• Flexibility to balance multiple tasks and priorities.

Responsibilities

• Get involved across various areas of customer journey and business operations.
• Handle ad-hoc requests and support day-to-day operations.
• Use data to interpret trends and improve processes.

Skills

Financial operations experience

Analytical skills (Excel/SQL)

Communication skills

Adaptability

Tools

Excel

SQL

R

Job description

Overview

Operations Generalist – Financial Services 🏦

Location: Southampton (Office-based initially, hybrid after probation)

Team: Operations Hours: Full-time, 37.5 hours/week

Looking for a role where no two days are the same? 🚀

We’re supporting a fast-growing financial services business in Southampton in their search for an adaptable Operations Generalist. This is a broad role covering multiple areas of the customer journey and business operations — ideal for someone who thrives on variety, can hit the ground running, and is excited to grow into a long-term career. 🌱

Responsibilities

• Get involved across pre-payout origination, post-payout servicing, complaints, marketing, and customer journey 🧭
• Handle ad-hoc requests and support day-to-day business operations 🛠️
• Use data to interpret trends and improve processes (Excel/SQL skills expected; R and stats modelling a big plus) 📊
• Work closely with teams across the business, ensuring smooth collaboration 🤝
• Adapt to shifting priorities while building depth in areas of personal interest 💡

About you

You’re proactive, adaptable, and a natural team player. Ideally, you’ll bring:

• Solid experience in financial operations (beyond entry-level/graduate roles)
• Broad knowledge across customer journey and operational processes
• Strong analytical skills — Excel and SQL are a must; R/statistics is a bonus ✨
• Flexibility to balance multiple tasks and priorities
• Excellent communication skills, with a friendly and approachable style 🗣️
• Enthusiasm to learn and develop into a more senior role over time

Benefits

This is more than a job - it’s a chance to build a career in financial services while shaping the way operations run. You can expect:

• 💰 Competitive salary (£40,000–£55,000) and annual bonus
• 📈 Clear opportunity to grow into a senior role
• 🏖️ 25 days holiday + bank holidays (rising to 28)
• 🏥 Private medical insurance (Bupa)
• 💻 Hybrid working after probation (flexibility considered case by case)
• 🧘 Mental health and wellbeing support
• 🚴 Cycle to work scheme
• 👪 Family leave, life insurance, income protection
• 🎉 Team socials and casual dress code
• 🌟 A collaborative, supportive team culture

Sound like your kind of challenge? Apply now and bring your adaptability, analytical skills, and team spirit to a growing financial services company in Southampton where variety is the norm and development is part of the journey. ➡️