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YesterdaySaved
In-Office
2 Locations
55K-73K Annually
Senior level
55K-73K Annually
Senior level
Financial Services
Design, build, and maintain data infrastructure, ingestion pipelines, orchestration, transformations, and analytical data models. The role involves optimizing Redshift, Airflow, and dbt, decommissioning legacy systems, supporting AI-powered data capabilities, and collaborating with analysts, engineers, and product teams. It also includes applying data engineering best practices, translating business requirements into scalable solutions, and contributing to team knowledge sharing.
Top Skills: AIAmazon RedshiftApache AirflowAWSDbtGoogle BigqueryMachine LearningPythonSQLTerraform
21 Days AgoSaved
In-Office
London, Greater London, England, GBR
Junior
Junior
Financial Services
Provide remote investment guidance and relationship management for Premium clients investing £10,000–£100,000. Conduct client appointments via phone, video, chat, and email; explain investment products and portfolio manager views; support asset growth; deliver client communications; maintain Salesforce records; and collaborate cross-functionally to improve the customer experience.
Top Skills: Salesforce
24 Days AgoSaved
In-Office
London, Greater London, England, GBR
Junior
Junior
Financial Services
Provide remote investment guidance and portfolio reviews to premium clients through phone, video, chat, and email. Build and maintain strong client relationships, support investment decisions, analyse portfolio performance, assess diversification and risk, achieve engagement targets, and maintain accurate Salesforce records. The role offers progression toward qualified wealth management and private-client advisory responsibilities, with opportunities to contribute to client-experience and business projects.
Top Skills: Cashflow Modelling ToolsSalesforce
24 Days AgoSaved
In-Office
London, Greater London, England, GBR
Junior
Junior
Financial Services
Provide remote financial guidance and portfolio reviews to private clients with £100k+ investments. Build investment plans using CashCalc, analyze portfolio performance, maintain Salesforce records, nurture client relationships, and achieve engagement and asset-growth targets. The role requires Level 4 financial planning qualifications, financial services experience, strong communication skills, and a customer-focused approach.
Top Skills: CashcalcSalesforce
28 Days AgoSaved
In-Office
London, Greater London, England, GBR
Senior level
Senior level
Financial Services
Leads UK financial operations teams and oversees KYC/AML, account management, transfers, cash movements, invoicing, reporting, and regulatory processes. The role manages team performance, SLAs, dashboards, procedures, stakeholder relationships, client experience, and operational improvement initiatives while coordinating with Product, Technology, Customer Service, Compliance, and international operations teams.
Top Skills: Excel
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29 Days AgoSaved
In-Office
Milan, ITA
32K-34K Annually
Junior
32K-34K Annually
Junior
Financial Services
Supports trading execution, order routing, execution-quality monitoring, TCA reporting, financial-product onboarding, and stakeholder reporting. Performs trade matching, settlement instructions, treasury payments, liquidity transfers, ledger maintenance, reconciliations, failed-trade resolution, and corporate-action processing. Uses Python, SQL, and Excel to monitor activity, analyze data, automate workflows, and resolve client execution inquiries while coordinating with brokers, custodians, counterparties, and internal teams.
Top Skills: Bloomberg TerminalExcelPythonRefinitiv/EikonSQL
29 Days AgoSaved
In-Office
London, Greater London, England, GBR
Junior
Junior
Financial Services
Supports trading and middle-office operations across order execution, trade matching, settlement, treasury, reconciliations, corporate actions, and execution-quality reporting. The role uses Python, SQL, and Excel to monitor trading activity, resolve execution inquiries, automate workflows, and prepare reporting. It also involves coordination with brokers, custodians, counterparties, and internal teams while maintaining accurate financial records and resolving operational exceptions.
Top Skills: Bloomberg TerminalExcelPythonRefinitiv EikonSQL
One Month AgoSaved
In-Office
London, Greater London, England, GBR
Entry level
Entry level
Financial Services
Owns customer experience across three UK financial-services brands, with end-to-end responsibility for regulated complaints, redress, root-cause analysis, vulnerable-customer standards, customer feedback, regulatory reporting, and Financial Ombudsman referrals. The role represents customer needs in product and change decisions, manages complaints information, works with legal and senior stakeholders, and line-manages a Complaints Coordinator while ensuring compliance with FCA requirements and Consumer Duty.
Top Skills: AICRMSalesforce
One Month AgoSaved
In-Office
Preston, Lancashire, England, GBR
Mid level
Mid level
Financial Services
Leads customer service teams supporting Willis Owen and Profile Pensions across phone, email, and chat. Owns service levels, case resolution, pension transfers, drawdown, ISA and fund transfers, data accuracy, capacity planning, coaching, and customer outcomes. Ensures compliance with FCA requirements, Consumer Duty, AML, identity checks, vulnerable customer standards, and data protection policies while resolving escalations and contributing customer insights to business forums.
Top Skills: Case Management SystemsCrm SystemsDatabase SystemsExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforce
One Month AgoSaved
In-Office
London, Greater London, England, GBR
Mid level
Mid level
Financial Services
Leads the London customer service team supporting Moneyfarm customers across phone, email, and chat. Owns service levels, case throughput, Salesforce data quality, workforce planning, escalations, and customer outcomes. Coaches representatives, manages performance and development, oversees transfers and migrations, and contributes operational insight to product and change forums. Ensures compliance with FCA requirements, Consumer Duty, conduct rules, vulnerable customer policies, anti-money laundering, customer identification, and data protection obligations.
Top Skills: CRMSalesforceSalesforce Service Cloud
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