About Netwealth
Netwealth is a pioneering wealth manager with a hybrid model that blends deep human expertise with the power of modern technology. Founded in early 2016 by Charlotte Ransom and Thomas Salter – former Goldman Sachs and JP Morgan executives – we combine a highly experienced investment team with powerful technology and financial tools.
Our wealth management service targets a mass-affluent and high-net-worth audience (with clients investing on average around £500,000 across ISAs, Pensions and GIAs), where clients can either choose their portfolios online or access our comprehensive financial planning service. The portfolios are then managed by a highly seasoned investment team and all clients can speak with qualified financial advisers at any time to get help with their financial affairs.
About Client Services and Operations
The aim of our Client Service and Operations team is to provide a highly professional and high quality service for Netwealth clients, managing requests promptly, accurately and efficiently.
As a member of this team you will report to our Operations Manager and be concerned with the control and ongoing administration of our client’s accounts ensuring direct debits, payments and fees are all processed correctly. You will also act as a point of contact for all of Netwealth’s potential and existing clients to responding to their queries and generally providing assistance to them.
We are growing fast and have a very exciting future ahead of us.
About you
You are likely to have graduated in the last 1-3 years and will have the following experience and attributes:
- Hard working, self-motivated and able to work both autonomously and collaboratively.
- Strong, confident communication skills are vital because the role requires daily communication with clients and service providers as well as other members of the team and wider firm.
- Excellent attention to detail and control focus.
- Desire and ability to problem solve and work efficiently, with a natural lens on achieving the best outcomes for the client and the company.
- Strong academic background through to degree level or equivalent
- A strong sense of ethics, sound judgement.
- Welcomed, but not required: Knowledge of the financial industry and investments; experience in wealth or investment management.
- Your demeanour, attitude and aptitude are everything! We will teach you everything else that you need to know!
In this role, you will have the following responsibilities:
Operations
- Collaborate with the portfolio management team to assist with daily trading procedures and the investigation of client issues.
- Timely booking of cash transfers for withdrawals or portfolio transfers requested by clients to meet our trading deadlines.
- Accurately complete reconciliations of cash receipts and cash allocation across accounts.
- Monthly fee reconciliations and fee bookings for Netwealth fees, pension provider fees and third-party advisory fees.
- Run control reconciliations for source of funds, direct debits and regular withdrawals.
- Assist with client reporting checks for valuations, custody statements and tax packs and produce monthly management reporting.
- Processing of ISA transfers for clients either transferring into or away from Netwealth.
- Collaborate with the client service team at our custodian to raise issues and monitor through to resolution.
- Attend bi-weekly service meetings with our custodian.
- Assist with production of monthly operational metrics.
- Ongoing review and updates of our key operating procedures.
Your Benefits and Hours
- 40 hours per week, 3 days in the office, (Monday, Tuesday and Thursday) providing you with full learning, development and social opportunities.
- Great office in a great, central location
To apply please email careers@netwealth.com
⚖️Physical Wellbeing
- Private healthcare
• Life Insurance
• Income Protection
• Critical Illness
• Cycle to work
❤️Lifestyle
- 25 days annual leave, plus additional holiday (purchase up to 5 days annually)
- Charity day
- Home working set-up allowance of £200
- Flexible working
- Alternative working location (work 2 weeks per annum 'somewhere else')
- Tech Scheme
- Regular team and firm-wide events
💸Financial Wellbeing
- 5% Pension contribution
- Financial health-check / plan (from our Advisory Team)
- Preferential investment account fees
- Season ticket loans
❤️Mental Wellbeing
- Access to 24/7 confidential employee assistance programme, to support mental, professional and financial wellbeing
- Access to a mental wellbeing app, to improve emotional resilience and mental health
- Access to the Bupa Mental Health Hub