Platform Operations Junior Associate

Moneybox; Greater London; On-site; GBP 26,000 - 32,000; Full time

Job summary

Moneybox is seeking a Junior Associate for Platform Operations to learn how we manage customer funds and tax-wrapped products. You will work with platform developers and learn the rules and regulations governing our products, including CISI Level 3 IO.

The role offers hands-on experience across reconciliations, cash movements, and reporting, with a clear path to professional certification and career growth within our fintech team.

Qualifications

• Passion for fintech with a desire to learn and develop in Platform Operations.
• Attention to detail and a methodical approach to operations.
• Interest in regulatory rules (HMRC/FCA) and reporting requirements.
• Willingness to pursue CISI Level 3 IO certificate during employment.
• Strong numerical ability and proficient Excel skills.

Responsibilities

• Assist with day-to-day operational processes for investment and administration of cash products.
• Reconciling daily cash movements and ensuring accuracy.
• Work with payments team to process cash movements to and from partners and customers.
• Interact with Customer Operations to support transfers.
• Learn and support regulatory rules applicable to Moneybox and products.
• Support reporting for regulations and maintain procedural documentation updates.
• Progress toward Level 3 CISI Investment Operations Certificate.
• Develop communication, teamwork, time management and prioritisation skills.

Skills

Attention to detail

Problem solving

Analytical skills

Excel skills

Communication skills

Team player

Numerate

Education

Level 3 Investment Operations Certificate (CISI)

Job description

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

As a Junior Associate you’ll engage and learn about managing, instructing and reporting on our customer funds and tax wrapped products. You’ll be exposed first hand to the rules and regulations that govern everything we do whilst also working towards your Level 3 Investment Operations Certificate (with CISI). We work closely with a team of platform developers/engineers and together we manage the daily processing, controls, and systems needed to manage our customers’ investments and savings. In other words, whenever a customer decides to move their money in the app, we are the team that makes it a reality.

We are looking for someone with a passion for fintech, attention to detail, a desire to learn, analytical skills, problem solving abilities, and who is excited about this great opportunity to kickstart their career in Platform Operations and be part of the future of Moneybox.

What you'll learn to do

• Assisting with day-to-day operational processes for the investment and administration of our brilliant and expanding suite of cash products.

• Reconciling our daily cash movements.

• Working with the payments team to process cash movement instructions to and from partners and customers.

• Interacting with the Customer Operations team to support transfers.

• Learning about supporting the implementation of the rules and regulations that are applicable to us and the products we offer customers (including HMRC and FCA regulation).

• Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.

• Working towards your Level 3 Investment Operations Certificate with CISI.

• Further developing invaluable soft skills around communication, teamwork, time management and prioritisation.

Who you are

• A dedicated team player who wants to meaningfully contribute.

• Adaptable and flexible, for those times when things do not go to plan.

• Mature and professional.

• A highly detail-oriented individual with a diligent and methodical approach to operations.

• Interested in providing an excellent operations service and demonstrating initiative in developing it to be the best it can be.

• A naturally personable, great communicator who has a passion for their work and the people they work with.

Experience and skills

• Ability to work well both individually and as part of a team.

• Strong attention to detail.

• Proven problem-solving skills.

• Highly numerate with good Excel skills.

• Great communication and listening skills.

• Excellent written and verbal communication skills.

Our Commitment to DE&I:

At Moneybox, we promote, support and celebrate inclusion, diversity and equity for all, so that everyone can bring their full selves to work. We believe that diversity drives innovation, and that if our team is representative of our community of customers, we can better support their needs. To ensure our recruitment processes provide an equal opportunity for all applicants to succeed, we encourage you to let us know if there are any adjustments that we can make. We are open-minded and always willing to go the extra mile to ensure all applicants can present their full self and potential

Working Policy:

We have a hybrid policy that includes 2 days from our London office and 3 from home. If the role states it is either hybrid or remote candidates must be based within the UK.

Visa Sponsorship:

At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know in advance.

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future.

If you would like to reach us then please email:[e-mail]

If you would rather we did not keep your details on file, you can contact us at:[e-mail]