Individual Financial Consultant provides retirement education and advice for clients. Assisting clients with investment needs and account setup while achieving growth and retention goals.
About the role
- Financial Operations Executive ensuring accurate financial transactions and liquidity across platforms at a fast-growing fintech company in London. Collaborating closely with Finance and operational teams for product success.
Responsibilities
- Reconcile collections and repayments between our platform and bank transactions on a daily basis, ensuring accuracy and completion within defined timeframes for two of our core UK products.
- Prepare and execute bank transfers and other financial transactions daily, working with multiple banking partners and ensuring strong operational controls.
- Monitor liquidity levels across the platform, identifying funding requirements and supporting efficient cash management.
- Collaborate closely with internal teams including Capital Markets, Data Science and Product to improve processes, resolve issues and enhance the efficiency of the finance function.
- Maintain auto auction proceeds, analysing invoices and allocating costs to investors
- Support product maintenance, helping ensure products remain live and operational through financial oversight, calculations and checks.
- Contribute to ad-hoc projects and analysis, alongside general administrative and filing support as required.
Requirements
- Hands-on experience with reconciliations (bank, cash, payments, collections, or similar)
- Familiarity with executing payments / bank transfers and working with multiple bank accounts
- Ability to work to daily deadlines in a time-sensitive environment
- Proven track record of improving processes and delivering required outcomes.
- Efficient with a high level of attention to detail and accuracy is essential.
- Strong organisational skills are needed, with the ability to prioritise tasks and meet deadlines.
- Capability to work self-sufficiently to identify issues and further streamline workflows.
- Great communication skills, with the ability to work collaboratively with other members of the finance team and across the wider business
- Proficient in Microsoft Excel and G-Suite (including Sheets)
Benefits
- Best-in-class compensation, including equity
- Work from home every Monday and Friday if you wish
- Fully stocked kitchen with everything you need to whip up breakfast, lunch, snacks, and drinks in the office every Tuesday-Thursday.
- Coverage for private health insurance
- Equal-opportunity employer and commitment to inclusivity and open workspace
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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