Wealth Management Operations Associate

12‑Month Employed Consultant Contract (Potential to Extend or Go Permanent)

Salary: £33,500 per annum (dependent on experience)

We are seeking a Wealth Management Operations Associate to join a high‑performing Operations team supporting Wealth Services. This role is ideal for individuals with a background in banking operations, payments, transfers, transaction processing, or complex customer/client case handling , looking to progress into a specialist Wealth Operations environment.

About the Role

As a Wealth Management Operations Associate, you will play a key role in ensuring the accurate and timely processing of financial activity for high‑value clients. You will work closely with internal operational teams and relationship managers to maintain data accuracy, support transaction workflows, and uphold the highest service standards.

Key Responsibilities

• Validate, process, and execute financial transactions , including payments and transfers.
• Perform daily reconciliations , investigate discrepancies and update client records.
• Maintain accurate account data, documentation, and operational controls.
• Support complex customer and client enquiries, ensuring issues are resolved efficiently and professionally.
• Collaborate with Relationship Managers, Wealth Operations teams, and internal stakeholders.
• Contribute to continuous improvement of processes and operational workflows.
• Uphold compliance, risk controls, and operational standards.

What We’re Looking For

• Background in banking, financial services, or operational processing .
• Experience handling transactions, payments, transfers , or high‑accuracy workflows.
• Strong capability in customer or client case handling , ideally within financial environments.
• High attention to detail and comfort working with regulated processes.
• Strong communication skills and ability to work cross‑functionally.
• Interest in building a long‑term pathway in Wealth Management Operations .

What This Opportunity Offers

• A 12‑month Employed Consultant contract with real potential to extend or convert to permanent .
• Structured development within Wealth Services Operations.
• Exposure to high‑value clients and operational best practices.
• A role suited for individuals seeking stability, career growth and progression within financial operations.

Pontoon Solutions is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

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