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About the Role
This role supports daily investment operations, delivers exceptional service to customers and internal teams, and ensures process compliance within a regulated environment. It offers a hands-on opportunity to help empower future generations with financial literacy.
Responsibilities
- Support daily operations by managing account queries, executing daily account tasks, and assisting new and existing account holders.
- Manage finance partnerships and products by providing timely weekly updates and processing financial product transfers and rejections.
- Drive query resolution by chasing open queries across departments, updating communication channels, and liaising with customers on internal escalations.
- Ensure due diligence and compliance by onboarding new Special Accounts following strict protocols and keeping team processes accurate and compliant.
- Serve as a trusted point of contact for answering questions across internal departments and external service providers.
Requirements
- Basic understanding of investments, ideally stocks and shares ISAs.
- Prior experience working in a regulated financial environment.
- Hands-on experience using Microsoft Office or Google Suite tools to build clear reports and documentation.
- Excellent interpersonal skills with the ability to communicate with clarity, empathy, and tact across diverse stakeholders.
- Strong analytical skills to assess complex situations, stay calm during high-pressure moments, and implement effective solutions.
- High motivation to take ownership of tasks, welcome feedback, collaborate proactively, and drive continuous improvements.
Skills
- Investment knowledge
- Financial regulation
- Microsoft Office
- Google Suite
- Report building
- Documentation
- Interpersonal communication
- Empathy
- Tact
- Analytical skills
- Problem-solving
- Collaboration
- Continuous improvement
Location
- Farnborough
Work Type
- Onsite
- Hybrid
Experience Level
- Entry Level
Salary/Compensations
- £26,000 per annum
Benefits
- Workplace pension plan
- 33 days of holiday (including public holidays)
- Great company events
- GoFlex: Work from Home, Office, or a mix of both (up to 2 days WFH per week following successful completion of probation)
- Your Birthday Day off
- 25 days annual leave, in addition to 8 UK bank holidays
- An excellent Induction & onboarding program with concentrated 6–10 week training, ongoing learning & development, transferable skills building, and support for certified qualifications
- A choice between Bupa Health Cash Plan or Bupa Private Medical
- Death in service – 4x your annual salary from month 1
- Physical and Mental Wellbeing support and platforms for you and your family, plus daily office breakfast and snacks!
- Family-friendly leave policies
- Enhanced maternity leave – 20 weeks full basic pay after 2 years’ service and 26 weeks full basic pay after 3 years’ service
- Paternity leave – 4 weeks full pay after probation
- Salary Sacrifice options
About the Company
- GoHenry is a UK-based fintech company created by parents to pioneer financial education.
- Together, Acorns, PixPay, and GoHenry have over 6 million members across 5 countries.
- We are focused on empowering families with engaging money management tools, educational content, and a seamless product experience that creates financial well-being from birth to adulthood.
- We're on a mission to help every kid be smart with money.
- Our goal? Create generations of independent, confident young adults, armed with money skills that will set them up for life.
- Our work to empower the next generation has been recognised dozens of times since 2012.
Equal Opportunity
- GoHenry is an equal-opportunity employer, and we’re on a mission to foster a diverse & inclusive workplace. Individuals seeking employment at GoHenry are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law.