Operations Analyst

If you thrive on data, love solving problems, and want to build a career in strategic operations then this is your chance to make a real impact from day one.

This role places you at the heart of our Investment and Wealth Advice (IWA) function. You’ll be trusted with meaningful responsibilities, from managing and reconciling key datasets to improving internal systems and supporting client experience enhancements. You’ll be part of a supportive, collaborative team with a line manager who’s committed to helping you grow and succeed.

Whether you're deep in spreadsheets or drafting communications, you'll be encouraged to take ownership, ask questions, and find smarter ways of working. This is a role where you can develop quickly, gain exposure to senior stakeholders, and grow into a business manager or strategic operations lead over time.

This is not a route into financial planning or investment advice - it’s a technical and operational role for someone who’s excited by data and wants to shape how a business runs behind the scenes.

What you’ll be doing

• Managing and reconciling operational data (fees, AUA, product registers)
• Supporting the day-to-day running of the IWA function
• Liaising with Finance and third-party providers
• Capturing actions from operational and compliance meetings
• Helping improve internal systems (CRM, Power BI) and reporting
• Contributing to client experience improvements and MI production

What you’ll bring

• A degree in STEM, Finance, Economics, Maths, or a related field
• Excellent Excel skills and confidence working with large data sets
• A strong numerical mindset and attention to detail
• Some programming knowledge (e.g. Python) would be a bonus
• A proactive, curious attitude - you enjoy finding better ways to do things
• Comfortable working across both technical tasks and routine administrative processes.

The practical bits

• Hours of work are Monday to Friday 9am to 5.30pm.
• Hybrid working arrangements allow you to work from home up to 2 days per week.
• Benefits include private medical insurance, 25 days’ annual leave (rising to 28 days with length of service), enhanced maternity and paternity leave, income protection, and pension.
• For the full range of benefits please see https://www.weatherbys.bank/about-us/careers/employee-benefits/.

This is a chance to make a real impact, learn fast, and grow into a role with strategic influence. If that sounds like your kind of challenge, we’d love to hear from you.