Client Operations Analyst

InvestEngine Limited; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial services company is seeking a Client Operations Analyst to support day-to-day investment operations in London. Key responsibilities include managing payments, reconciliations, and ensuring compliance with regulations. Ideal candidates will have experience in fintech, an understanding of FCA requirements, and strong analytical skills. The role allows for remote flexibility and offers growth opportunities within a collaborative team environment.

Benefits

Impact from day one

Room to grow

Remote and flexible work

Supportive team culture

Qualifications

• Experience in investment operations within financial services or fintech.
• Understanding of AML/KYC, CASS, and relevant FCA expectations.
• Experience in deadline-driven operational environments.

Responsibilities

• Carry out daily operational processes including payments, withdrawals, reconciliations.
• Ensure compliance with FCA requirements, including AML/KYC.
• Support improvements to processes and controls.

Skills

Attention to detail

Dependability

Organisational skills

Analytical skills

Clear communication

Tools

SQL

Job description

About InvestEngine

InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve built a strong foundation, have over £2 billion invested, award-winning service, and a passionate team, now we’re ready to scale.

About the Role

We’re looking for a Client Operations Analyst to join our Operations team. You’ll play a key role in ensuring the smooth, accurate, and compliant running of our day-to-day investment operations, directly supporting reliable client journeys and strong operational control.

This role is ideal for someone who is detail-oriented, dependable, and organised, and who enjoys working in a fast-paced, regulated environment where accuracy and good judgement really matter.

You’ll work closely with Client Experience, Product, and Compliance teams, contributing both to stable daily operations and to longer-term process improvements.

Location: London / Remote

What You’ll Do

• Carry out daily operational processes including payments, withdrawals, reconciliations, trading and settlement, and corporate actions

• Complete time-sensitive tasks accurately and on time, maintaining clear audit trails and documentation

• Investigate operational issues and breaks, applying structured problem-solving and escalating appropriately

• Support improvements to processes and controls to prevent recurring issues

• Identify opportunities to streamline workflows and support automation initiatives

• Partner with Client Experience, Product, and Compliance teams when operational input or investigation is required

• Ensure all activities align with FCA requirements, including AML/KYC, CASS, and Consumer Duty obligations

What We’re Looking For

• Experience in investment operations within financial services or fintech

• Working understanding of AML/KYC, CASS, and relevant FCA expectations

• Comfortable working in a deadline-driven operational environment

• Strong analytical skills and a structured, thoughtful approach to problem-solving

• Clear communicator who knows when and how to raise risks or concerns

• Professional, dependable, and collaborative mindset

English fluency (C1 level and above) — we are a UK-based company, and the role involves regular communication with the team.

Nice to Have

• Experience with ETFs, settlements, or ISA/SIPP administration

• Familiarity with SQL or operational tooling

• Experience contributing to process improvements or system changes

• Background in fintech, regulated environments, or fast-growing companies

What We Offer

Impact from day one
You’ll be solving real problems that make a measurable difference to the business and our users.

Room to grow
We’re scaling fast, and there’s plenty of opportunity to take on more responsibility and evolve with the company.

Modern stack and tools
We use [insert relevant stack/tools] — with a focus on clean, well-maintained code and a smooth developer experience.

Transparent and open culture
From regular team updates to open Slack channels — we keep communication honest and decisions collaborative.

Supportive team
You’ll join a team of thoughtful, motivated people who care about what they build and how they build it.

Remote and flexible
Work from wherever suits you best. We care about outcomes, not time zones.

How We Work

We’re a lean, fast-moving team that values clarity, ownership, and transparency.
You’ll have the freedom to experiment, the responsibility to follow through, and the backing of a team that values clear thinking and open dialogue. We believe in solving problems at the root, not just treating the symptoms.

What We Offer

Impact from day one
You’ll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business.

Room to grow
As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long‑term direction.

Transparent and open culture
We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.

Supportive,high-calibre team
Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.

Remote first and flexible
Work in the way that best suits you. We focus on results, not rigid hours, and trust you to manage your time effectively.

Our Hiring Process

1. Introductory call with our Talent team

2. Gamified cognitive assessment to understand how you think and problem-solve

3. Competency interview focused on your experience in operational risk and controls (may include a short task or case study)

4. Senior leadership interview to explore alignment with our culture, values, and strategic direction