Platform Operations Junior Associate
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.
About Moneybox
Moneybox is the award-winning app that helps you turn your money into something greater. We’ve brought saving, investing, home-buying, and retirement services all together into one simple app, so it’s easier than ever to achieve your goals and build wealth, whatever your starting point.
Job Brief
As a Junior Associate you’ll engage and learn about managing, trading and reporting on our customer funds and assets. 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 do
- Assisting with day-to-day operational processes for the investment of cash and stocks in our current and future products.
- Reconciling our daily cash and settlement figures.
- Completing daily reconciliations of customer monies and assets.
- Processing transfers of our ISA and SIPP products from a settlement and payments perspective.
- 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.
- Learning about and demonstrating knowledge and understanding of the rules and regulations that are applicable to us and the products we offer customers.
- Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.
- Gain your Level 3 Investment Operations Certificate with CISI with our support.
- Further develop invaluable soft skills around communication, teamwork, time management and prioritisation.
Who you are
- Ability to work well both individually with minimal guidance and as part of a team.
- Attention to detail.
- Proven problem-solving skills.
- Highly numerate with good Excel skills.
- Great communication and listening skills.
- Fluency in English
What’s in it for you?
- Opportunity to join a fast-growing, award-winning and super ambitious business.
- Work with a friendly team of highly motivated individuals.
- Be in an environment where you are listened to and can actually have an impact.
- Thriving collaborative and inclusive company culture.
- Competitive remuneration package.
- Company shares
- Company pension scheme
- Hybrid working environment
- Home office furniture allowance
- Personal Annual Learning and Development budget
- Private Medical Insurance
- Health Cash Plan (cashback on visits to the dentist & opticians etc)
- Cycle to work scheme
- Gympass subscription to a variety of gyms and wellbeing apps
- Enhanced parental pay & leave
- 25 days holiday + bank holidays with additional days added with length of service.
This is a hybrid role. Our office is in London, by the Oxo Tower
Visa Sponsorship:
At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.
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.
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
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.
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
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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.
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
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Capital at risk. All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.
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