Financial Services
Financial Services
up to £25,000 pro rata

Financial Services Operations Associate

Ref: 3719| Posted: 6th Sep 2021

Financial Services Operations Associate – 6mth FTC – Horsham – up to £25,000 pro rata

Insure Recruitment are seeking self-starters and pro-active problem solvers, who understand the requirements of working in a regulated environment to join our clients fast-paced Operations teams.

As an Associate within the Operations team, you work within a team to complete multiple processes across the retail Investment Platform from; managing queries, updating personal details ensuring information is correct and up to date, proactively manage communications with custodians and advisor firms and corporate actions.

What You'll Do

− Understand and complete multiple processes across operations administration

− Contribute and feedback in team meetings

− Cross-trained for multiple functions/Administration processes to support multiple areas of the business

− Gain and maintain a good understanding of Platforms within the Financial Services market

− Follow procedures and instructions in order to ensure good client outcomes

− Source answers and think logically to find solutions

− Review data to ensure accuracy

− Picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity.

The Knowledge, Experience And Qualifications You Need

− 5 GCSE’s including maths and English language

− 2 A Levels or equivalent

− Willing to learn

− Accurate with good attention to detail

− Ability to work as part of a team and autonomously

− Excellent communication skills both written and oral


The Knowledge, Experience And Qualifications That Will Help

− Financial Services industry experience

− Confident user of Microsoft Word and Microsoft Excel


What You'll Be Like

− Self-starter, willing to learn

− Ability to prioritise work

− Confidence to ask questions and suggest process improvements

− Embraces change positively

− Able to work efficiently and accurately in a fast paced environment


Please apply to the role by submitting your most up to date CV. If your application is successful, we will be in touch within 2 working days of receiving your job application to discuss the opportunity in more detail.


Due to the overwhelming application response, should you not hear from us within 5 working days then please assume that your application has been unsuccessful.