Job Title: Senior Operations Specialist – Fintech | Wealth Management
Shape the Future of Financial Advice – Build, Lead, Innovate
An exceptional opportunity for an experienced operations professional to take the next step in their career within a purpose-led fintech firm that’s redefining the wealth management experience across the UK. This fast-growing, B Corp certified disruptor is making financial advice more accessible through technology—cutting costs, removing barriers, and enabling better financial decision-making for all.
This is not your average operations role. It offers the chance to lead, learn, and make a genuine impact in a company where innovation and culture go hand in hand.
Company Overview
At the intersection of technology and personal finance, this forward-thinking fintech startup is transforming how people interact with money. Leveraging proprietary tech, they offer affordable, intelligent financial advice—creating smarter, more scalable solutions for clients across the UK.
Now entering its next phase of growth, the team is looking for a Senior Operations Specialist who will play a vital role in driving operational excellence and enhancing client experience from day one.
Salary up to £48,000 and hybrid working, typically 3 to 2 days a week in the office.
Responsibilities
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Own and continuously improve key operational processes
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Identify inefficiencies and proactively implement scalable solutions
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Anticipate business and customer needs before they arise
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Solve complex operational challenges with practical, client-first thinking
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Support onboarding of new clients and relationship management
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Be a trusted internal resource for operational queries and workflow clarity
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Help drive the achievement of operational targets and KPIs
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Ensure regulatory compliance across all processes
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Support or lead future team members as the business scales
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Act as a culture ambassador, bringing fresh ideas and team energy
Requirements
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Professional experience in financial services, financial planning, or wealth management firm
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Familiarity with financial planning or paraplanning advantageous
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Strong interest in fintech and personal finance
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Confident communicator, able to engage with clients and colleagues effectively
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Proactive, creative thinker who improves processes—not just follows them
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Strong organisational skills and a keen eye for detail
Benefits
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Salary: Up to £48,000
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Private Medical Insurance
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Income Protection & Death in Service cover
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Fully paid CII exam support and 1 day paid study leave per exam
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Entrepreneurial and inclusive working culture
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Modern central London office Farringdon with flexible hybrid working