Opportunities at James Hambro & Partners for
School leavers, graduates and students

James Hambro & Partners is a fast-growing business and always looking to add talented young individuals with initiative, self-discipline and team commitment who will thrive in our professional, progressive and vibrant environment.

The firm is committed to nurturing its people, developing the required skills and expertise for a long successful career in wealth management or financial planning.

Entry level employees will be expected to commit to professional development. Nurturing and growing talent is our key objective and JH&P is a place where people can flourish regardless of their starting point in the business. We also offer an Apprentice Scheme, a Work Experience and Internship Programme that runs twice a year in June and August.

Role – Operations Assistant




Competitive with an excellent benefits package

Closing date

29 April 2022


Perform daily, weekly, monthly and ad hoc tasks as allocated by the Operations Supervisors, in accordance with the firm’s documented procedures, including:

Control & Reconciliation

  • Daily cash reconciliations for all client bank accounts
  • Weekly stock reconciliations for all client custody pools and segregated accounts
  • Transaction Reporting
  • QI and AEOI reporting
  • Tax reporting
  • Investment restrictions

Transitions, Treasury & Corporate Actions

  • Asset transfers
  • Corporate Actions
  • Proxy voting
  • Process cash transactions
  • Apply inbound cash to client portfolios

Dealing Operations & Pricing

  • Trade settlement
  • Administration of transactions in collective investment schemes
  • Security pricing
  • Inputting client payments
  • FX transactions
  • Provide cover for unit trust dealer

Perform activities for Harwood as required

Update procedure documents when processes change

Handle enquiries and escalate potential issues on a timely basis

Any other task as required by the Head of Operations or an Operations Supervisor


  • Working towards the Investment Operations Certificate
  • Educated to at least A level standard

Knowledge and Experience

  • Experience of working in a team
  • Keen to gain knowledge of financial services or wealth management

Skills and Behaviours

  • IT literate with good Microsoft Office skills
  • Good communication skills
  • Organised with attention to detail
  • Collaborative team player
  • Able to work under pressure

How to apply

Please send us your CV with a covering letter detailing the position you are interested in applying for to Recruitment@jameshambro.com

    Your CV/Personal Data:

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    Response time:

    We will respond within 10 working days following the submission of your application.

    The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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