Platform Operations Junior Associate

Moneyboxapp; Greater London; On-site; GBP 26,000 - 38,000; Full time

Job summary

Moneybox is looking for a Junior Associate to support and learn in Platform Operations, handling customer funds and tax-wrapped products. You’ll learn regulatory rules and work toward CISI Level 3 Investment Operations Certificate as part of a hybrid role with two days in the London office and three days from home.

The role emphasizes attention to detail, analytical thinking, strong Excel skills and effective communication within a small operations team shaping our platform’s daily processes.

Qualifications

• Interest in fintech and a desire to learn in Platform Operations.
• Becoming proficient with the Level 3 CISI Investment Operations Certificate.
• Strong attention to detail and numerical proficiency.

Responsibilities

• Assist with day-to-day operational processes for investment and cash products.
• Reconciling daily cash movements.
• Process cash movement instructions with payments team.
• Support transfers and interactions with Customer Operations.
• Learn and help implement applicable regulatory rules (HMRC/FCA).
• Support reporting for regulatory requirements with updated procedures.
• Work towards CISI Level 3 Certificate integration.
• Develop communication, teamwork, time management and prioritisation skills.

Skills

Attention to detail

Analytical skills

Problem solving

Excel

Communication skills

Team collaboration

Time management

Prioritisation

Education

Level 3 Investment Operations Certificate (CISI)

Tools

Excel

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.

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.

• 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.

• 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.

• 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.