Senior Operations Specialist, Financial Advice
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-09-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-16
Job specializations:
-
Finance & Banking
Banking Operations, Banking & Finance, Financial Services, Bank Customer Service
Job Description & How to Apply Below
- Owning operational processes; ensuring excellent delivery and constantly looking to innovate and improve
- Anticipating customer and business needs or risks
- Untangling complex operational problems and developing practical solutions
- Driving the team to consistently achieve daily, weekly and monthly targets
- Onboarding new clients and managing relationships, including collecting personal and financial information, talking to clients and executing recommendations
- Acting as a trusted point of contact for questions relating to operational processes
- Potentially leading a team in the future
- Ensuring compliance with key regulatory requirements
- Acting as a culture ambassador and role model by engaging with colleagues and generating ideas for collaboration
- 2+ years of work experience - either financial services or demonstrable transferable skills from a similar industry
- Complete the CII Certificate in Financial Services within 6 months of joining (if you haven’t already)
- A genuine interest in personal finance and motivated to build your knowledge in the fintech space
- A great communicator, able to be patient and empathise with customers and colleagues
- Able to balance professionalism with a sense of fun
- Ability to not just complete tasks but think about how to make them easier and faster
- A quick learner who uses their initiative to solve problems - loves a challenge
- Have strong organisational and time management skills; whilst maintaining attention to detail
- Either a 2:1 in any discipline for university graduates, or non-university graduates who can demonstrate highly relevant experiences
Demonstrates strong operational management capabilities, focusing on process improvement, compliance with regulatory requirements, and effective client relationship management. Possesses a keen interest in personal finance and the fintech industry, complemented by excellent communication and problem-solving skills.
Highest-signal resume keywords- Operational Process Management
- Client Relationship Management
- CII Certificate in Financial Services
- Regulatory Compliance
- Problem-Solving Initiative
- Great Communicator
- Organisational Skills
- Time Management
- Empathy
- Initiative
- CII Certificate in Financial Services
- Financial Services
- Fintech
- Operational Processes
- Customer Needs
- Compliance
Position Requirements
10+ Years
work experience
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