Operations Manager

Join a truly amazing team, revolutionising the world of investments!


Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. We’re here to inspire anyone to build their future wealth, and we do this by making investing easy, affordable, and accessible.  

We want to inspire as many people to invest as possible. We’re rapidly growing, and so we’re hiring talented people who are purpose driven and want to use and develop their skills to deliver an awesome experience to our customers.   

Our team is engaging, inquisitive, and inclusive, reflecting many different beliefs and backgrounds.  We welcome people who can bring diversity to our team, and work towards a shared goal to deliver an exceptional investment experience.


What your job will be

You will be running our small, but growing operations team. Reporting to our COO, this role is crucial for ensuring the smooth running of our BAU operational procedures including the onboarding and management of customers’ accounts. You will be responsible for driving efficiency and scalability of processes as Wealthify expands rapidly, which will almost certainly include bringing new operational processes in house. 

The team carries responsibility for; financial crime, payments and stock reconciliation, investment operations (including fund trading) as well as looking after our ISA transfers. You will have direct oversight and accountability of all these functions. In addition, you will work closely with our existing suppliers and custodians. 

You will be looking after and growing a team, so expect people management to be an important feature of this role including training, mentoring and recruitment.


Skills we're looking for

We value simplicity, communication, teamwork, trust, and confidence. These core values are what make us tick and keep us all on the same page - not just with how we work individually, but how we engage with each other and the service we offer.   

We would also need you to have: 

  • A minimum of 3 A-levels (or equivalent) education
  • Further relevant industry qualifications – we have no specific minimum but please state which in your application. Investment qualifications would be a bonus but are not essential
  • Experience working in a financial services operations department is essential, doing some or all of the skills outlined in the above stated job description
  • An understanding of the regulatory framework under which Wealthify operates
  • Experience managing a team
  • Excellent organisational skills
  • Proactive and adept at problem solving
  • Competent using Microsoft word, excel and PowerPoint

What else we're looking for

It would be an advantage if you had experience:

  • Working in an investment management company
  • Working in a Pension company or department
  • Trading funds or stocks
  • Working in a CASS regulated firm

What you'll get from us

Hiring manager to review and amend this section where necessary.   

  • Between £35,000 - £45,000 per annum, depending on skills and experience.
  • 24 days holiday a year – plus bank holidays (you’ll earn an extra day holiday for each full year you’re with us, up to 28 days)  
  • Flexible working hours in line with business needs

Due to the pandemic, we are currently working from home, and all interviews will be carried out remotely.  Our offices have recently been refurbished to allow for collaborative working once we can return, although there is scope for remote working where the role and team deliveries allow.  

And we have plenty of perks too!

  • Annual bonus between 0-20% of your annual salary which is linked to both the company and individual performance.   
  • Private Medical Insurance  
  • Death in Service Cover (X3 your annual salary)   
  • Income Protection Insurance  
  • Company Pension Plan   
  • Healthify - a team to support the health and wellbeing of all staff at Wealthify  
  • Ministry of Fun – providing plenty of social activities and events throughout the year  
  • Brand new offices in the picturesque Penarth Marina  
  • Free office gym   
  • Free parking nearby  
  • A collaboration space and games room  

We’re a responsible company and are constantly working to improve our culture, ethics, impact on the environment, and our contribution to charitable causes  

This is a fantastic opportunity for the right person to join a dynamic, fun, and friendly company. If this job sounds perfect for you and you’d like to apply, then please click here to apply for the Operations Manager position.

At Wealthify our team reflects many different origins, beliefs, and backgrounds. This makes us fun, inquisitive and ultimately better equipped to achieve our mission to make investing accessible to anyone. We’re always on the lookout to find and develop the best talent possible for the roles we advertise - so, if you have the right skills, you’ll fit right in here. We don’t discriminate or exclude. We wouldn’t expect you to either.