Operations Specialist (12-Month Fixed Term Contract, Preston, Lancashire)

Who we are:

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over £3.7 billion on our platform. With 200+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and M&G.

Moneyfarm product offer recently widened with the acquisition of Profile Financial Solutions Ltd (Profile Pensions), the UK digital pension adviser and pensions consolidator with 24,000 customers and over £870m of AUM.

Thanks to the merger with Profile Pensions, Moneyfarm will grow into a larger and broader player, with a significant depth of proposition in digital wealth management across the UK and Italy.

We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission:

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles

• Relationships are our first asset : We’re one team, built on trust, honesty and transparency. We value our relationships above all else.

• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.

• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are - their backgrounds, experiences, talents, knowledge and individual differences make us better at what we do. Flexible working opportunities come as standard, but do let us know how we can accommodate your application further.

At Moneyfarm, our aim is to become the leading digital wealth manager across Europe. An integral part of our business is combining human expertise with technology to make investment advice and fully managed portfolios more accessible in a simple and transparent way.

The role

**This will be a 12 month fixed term contract**

This role, which is based in Preston, Lancashire, will ensure that our potential and existing customers transfer as smoothly as possible from their current provider or fund mix to that which the company recommends. Facilitate the setting up of new pensions for potential customers without an existing pension to transfer.

Main Responsibilities

• Ensuring that new or transferring funds are eligible.
• Ensuring that all the required information about the customer and the transferring pensions has been received and entered into PIPPA, our internal CRM and workflow system.
• Completing due diligence and any other required checks such as AML/KYC
• Accurately completing the transfer process to the new fund and/or provider.
• Accountable for your own “Customer Pensions Book” with work on each potential new customer commencing after we have their authority to transfer their pensions, or to set up a new pension.
• Responsible for using our core technology platform to efficiently locate and extract complex and potentially unstructured information from pension policies in order to complete information gaps.
• Members of this team will work very closely with the Client Services Teams.
• Collaborate with the Technology team to validate that improvements and change suggestions are aligned with regulation and the customer proposition and bring measurable improvements to our business.

They will support colleagues and the wider business. Contribute to the overall world class customer experience, helping to keep the NPS and other satisfaction measures high. Model the company behaviours and contribute to a culture of continuous improvement, and deliver accurate work at all times. The company may require them to move between teams, to meet business requirements. The successful candidate will have the opportunity to undertake external training to progress through the different roles within Profile Pensions.

Requirements

The successful candidate will have:

• 1 to 2 years of experience gained in a similar role
• Ability to manage time and own work volumes including excellent prioritisation skills
• Excellent interpersonal and communication skills with the ability to build rapport, engagement and trust
• An awareness of financial services regulatory requirements
• Meticulous accuracy and attention to detail