The Vacancy

This interim role focuses on leading and delivering key change initiatives across Investment Operations, including in‑flight project delivery, target operating model (TOM) review and design, systems interface mapping, transaction cycle documentation, and broader operational process improvement. The role requires an experienced operations and business analyst professional, capable of taking ownership of complex projects, collaborating across functions, and driving sustainable enhancements to processes, systems, and controls.

Key Responsibilities & Duties

• Lead delivery of in‑flight Investment Operations projects, using project management methodology to ensure milestones are met and risks to delivery are anticipated, identified, tracked and managed effectively.
• Conduct reviews of the existing target operating model, identifying optimisation and automation opportunities.
• Map end‑to‑end Investment Operations processes, interfaces and transaction cycles across internal and external systems.
• Develop business and functional requirements to support system upgrades, integrations and operational redesign.
• Undertake UAT testing, define go-live criteria and implementation readiness for in-flight projects.
• Identify and implement process improvements across the Investment Operations landscape including API, SFTP and workflow automation.
• Engage stakeholders across Finance, Risk, IT and third‑party administrators to support delivery outcomes.
• Produce project documentation, operational procedures, insights and materials for governance forums.
• Lead or support operational deep‑dives into reconciliations, transaction flows and control points.
• Contribute to strengthening operational controls, governance structures and reporting mechanisms.

Knowledge, Skills and Experience

• Strong Investment Operations background with understanding of trade, settlement, pricing and reconciliation processes.
• Experience of working in a unit pricing environment for a life insurer or professional services provider including hands-on systems experience with an Investment System (e.g. InvestPro, pControl, HiPortfolio).
• Experience in project delivery or business analysis within financial services.
• Ability to map processes, define requirements and support system change initiatives.
• Experience designing and enhancing operational controls and workflows.
• Strong analytical skills with ability to interpret data and communicate recommendations.
• Excellent stakeholder management, communication and documentation skills.

What we offer you

• Basic salary up to £80,000 per annum pro rata
• Annual holiday allowance of 28 days holiday plus bank holidays pro rata
• Life Assurance (x4 pensionable earnings)
• Generous contributory Pension scheme (match up to 5% and pay in an additional 5%)
• 1 days paid charitable workday
• Employee Assistance Programme

About us

[Employer hidden — sign up to reveal] is not your typical financial services provider. Those who join our purpose-driven organisation enjoy a culture of collaboration, creativity, and mutual respect and are challenged to do their best to make a difference every day.  We help everyday families achieve their financial goals and make a lasting difference in their lives and communities.

What we do

We help everyday families achieve their financial goals and make a lasting difference in their lives and communities. We will continue to do this by employing enthusiastic and talented Financial Advisers working across the country and equally talented people to be based at our Head Office in Bromley.

Our Benefits

Work/life balance, Competitive benefits, Flexible/Hybrid working, Pension plan, Bonus, Staff savings — all available to employees at [Employer hidden — sign up to reveal].

Testimonials

Myra O'Neil: “I’ve been supported by [Employer hidden — sign up to reveal] in both my professional and career development for over 30 years…”
Andrew Jones: "[Employer hidden — sign up to reveal] is a special place to work because of the people and their passion to deliver our purpose."
Pattern N’Guessan: "I am surround by positive and mindful people…"

Apply

If you are interested, please apply via the [Employer hidden — sign up to reveal] careers page. The closing date for applications is 31/05/2026.