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.
Skills Required
- Must be based in the UK and able to work hybrid (2 days in London office, 3 days remote)
- Strong attention to detail
- Highly numerate with good Excel skills
- Proven problem-solving skills
- Excellent written and verbal communication skills
- Ability to work well both individually and as part of a team
- Mature and professional demeanour
- Willingness to work towards Level 3 Investment Operations Certificate (CISI)
What We Do
At Moneybox, we help you turn your money into something greater. Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started. This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing. This means that our money often isn’t working hard enough and our goals are much harder to achieve. So, we made a solution. We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.
