WealthKernel
Operations Specialist - Technical Operations
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Operations Specialist - Technical Operations
Operations Specialist – WealthKernel
About WealthKernel
WealthKernel is a VC-backed, award-winning FinTech specialising in the wealth management industry. Committed to making financial services better and more accessible, we build modern, API-driven infrastructure that powers savings, investment, and pension products across Europe.
About the Role
As an Operations Specialist within our Operations team, you’ll support day-to-day operations across all product types to ensure a seamless and efficient customer experience for our clients. This includes managing ISA, GIA, and pension transfers, as well as day-to-day operational activities.
Working closely with the operations team and WealthKernel’s wider teams, we’re looking for candidates with previous experience in a similar role.
Typical Day-to-Day Responsibilities
You will be responsible for:
- Processing operational tasks such as:
- Transfers and cash payments across ISAs, JISAs, GIAs, and Pension wrappers
- In specie transfers and ensuring correct registration of underlying customer assets
- Handling general operational tasks like:
- Matching customer deposits
- Matching transfer deposits
- Returning unmatched deposits
- Collaborating effectively with a small team to ensure tasks are completed with high accuracy
- Taking ownership of requests until resolution while meeting agreed SLAs (Service Level Agreements) and KPIs
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Operational activities will evolve as the business scales, requiring adaptability in a fast-paced, growing team.
Requirements
We’re looking for a detail-oriented specialist with the following qualifications:
-Deep knowledge of ISA, SIPP, and GIA processes, particularly cash and in-specie transfers, as well as pension drawdown mechanics -Experience working with established platforms in high-speed environments -Willingness to learn, take ownership, and deliver optimal outcomes for customers -Organised with strong cross-team communication skills -An interest in technical development and a willingness to thrive in a tech-driven environment
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Why Work With Us?
We believe in transparency, trust, and collaboration. Here’s what we offer:
- We encourage open challenges and healthy debate, as well as growth from mistakes
- We promote autonomy—we set goals, not tasks, and support your success without micromanaging
- You’ll have constant opportunities to grow and develop into new areas while working in an open, hands-on culture
- All new hires are paired with experienced mentors—just one click away if you need guidance
The Operations Specialist role at WealthKernel provides a chance to develop your skills, work creatively, and connect with a passionate team that values ambition and excellence.
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