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Platform Operations Associate - SIPP Administration

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

United Kingdom

Offer summary

Qualifications:

Experience in SIPP administration, Knowledge of finance operations.

Key responsabilities:

Assist with investment processes
Manage customer queries and transfers

Moneybox Financial Services SME https://moneyboxapp.com/

201 - 500 Employees

See more Moneybox offers

Job description

Your missions

We are continuing the development of our in-house investment platform and administration service into one that is best-in-class and delivers the best experience possible for our customers. 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 a customer focused individual with excellent attention to detail, SIPP administration experience, strong analytical skills, and problem-solving abilities, and who is excited about this great opportunity to be part of the future of Moneybox.

What you'll do

As part of the Platform Operations team, you will work closely with other operational, finance, and technology team members. This role will be responsible for but not limited to:

Assisting with day-to-day operational processes for the investment of cash and stocks in our current and future products.

Completing daily reconciliations of customer monies and assets.

Managing the transfer process from a payments and settlement perspective.

Interacting with providers of our cash products and our funds custodian.

Working with the finance team to process payments to and from partners and customers.

Interacting with other providers to support the Customer Operations team with transfers.

Working with our Customer Support teams to remedy SIPP related customer queries.

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

Constantly looking for how we can improve our operational processes within the Platform team and working with the development team to ensure that our investment platform is the best it can be.

Work towards gaining relevant qualifications (i.e. CISI IOC) with the support of Moneybox.

Who you are

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.

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

Knows how to have fun whilst maintaining a professional outlook.

Experience and skills (essential)

Experience in administering SIPP products and an understanding of pension benefits and drawdowns.

Ability to work well both individually with minimal guidance and as part of a team.

Attention to detail.

Proven problem-solving skills.

Understanding of SIPP rules and regulations.

Highly numerate with good Excel skills.

Great communication and listening skills.

Fluency in English.

#LI-CS1

Experience and skills (desirable)

Previous exposure or experience of working with Equisoft/Altus

Experience working in an operational team.

Experience working with internal and external stakeholders.

Knowledge of finance operations, financial markets and relevant rules and regulations.

Please read before you apply!

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.

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.

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 rather we did not keep your details on file, you can contact us at email: DPO@moneyboxapp.com

Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). 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.