Invest Operations Assistant

Invest Operations Assistant | GoHenry

GoHenry is a UK-based fintech company created by parents to pioneer financial education. More recently, GoHenry moved into Europe and the US by joining forces with French fintech company PixPay and US investing app, Acorns.

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 are hiring an Invest Operations Assistant to join our team; a team player with strong organisational and problem-solving skills, plus a passion for GoHenry’s mission of building financial literacy for future generations. In this role, you will be the go-to person for supporting our investment operations, helping to ensure smooth processes, timely resolutions, and outstanding service for our members and internal teams.

Our investment Ops team is based in Farnborough, Hampshire, and operates 8am-6pm, 5 days per week. This role is a full-time, fixed-term (37.5 hours a week) working Monday-Friday 9am-5:30pm, with Bank Holidays on a rota basis. Flexibility will be required to work different hours as and when needed by the successful candidate to ensure the best level of service is provided to our GoHenry members.

Once probation has been successfully completed, we can look to support working from home a maximum of 2 days a week.

What you will do at GoHenry:

• Work closely with the Investment Ops Team Leader to deliver excellent service and operational support for both our members and internal GoHenry teams.
• Provide weekly updates to our finance partners
• Deal with the transfer and rejection of finance products
• Chase open queries with relevant departments and keeping communication with members up-to-date
• Be available, visible, and able to answer any questions
• Ensure processes and procedures are up-to-date and adhered to
• Liaise with our Members on internal escalations ensuring all contact channels are updated
• Onboard new Special Accounts through the correct due diligence process
• Daily management of accounts and assisting with all queries relating to both new and exciting account holders
  
  

What you will bring to GoHenry:

• Basic knowledge in investments (ideally stocks and shares ISAs).
• Experience within a regulated environment.
• Competent use of computer software to prepare reports and documents via Microsoft and/or Google-Suite systems.
• A clear communicator and able to use diplomacy and sensitivity wherever needed.
• A problem-solver who can assess a situation and identify possible solutions.
• A confident and approachable people person.
• Someone who cares and is passionate about what they are doing every day!
• Someone who can keep calm in a crisis.
• A self-starter who is motivated to kick-start your own projects, welcomes challenges, seeks feedback from others, asks “How can I help?” and then “How can we make this better?”
• Shows perseverance on long-term goals, and generally goes above and beyond in their work.
  
  

What’s in it for you?

All the essentials you would expect, including a workplace pension plan, 31 days of holiday (including all but 2 public holidays), and a cash health plan.

Other Offers:

• Your Birthday Day off
• An excellent Induction & onboarding program with ongoing learning & development throughout your career
• 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
• 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 GoHenry

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.

How we do it:

We place the power in the hands of young people, giving them the tools they need to master the financial ropes for themselves. They can spend, save, earn, and give with GoHenry’s prepaid debit card and app – because learning through doing really works (and it’s more fun!). All while our unique built-in controls give parents total peace of mind.

We’re proud to say...

• We ranked #38 in Newsweek's Top 100 Most Loved Workplaces in the UK in 2023
• We’re one of Tech Track’s top 50 fastest-growing UK companies.
• We won Finders Kid’s Cards Customer Satisfaction Awards in 2022 and 2023.
• We won the Tech for Good award at the Better Society Awards 2023
• Our kids and parents have donated over £500,000 of their own money to NSPCC via their GoHenry accounts
  
  

But we’re still growing, and that’s why we need you.

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.