Family Finance Assistant

Family Finance Assistant

GoHenry is a London and New York-based fintech company that pioneered the youth fintech and financial education category. We are on a mission to make every kid smart with money and to delight our community of 2 million parents, kids, and teens with innovative, market-leading tools to help parents raise financially healthy kids.

GoHenry offers a debit card and app for kids and teens and companion apps for the family, with in-app tools for sending money, automating allowance, managing chores, setting savings goals, giving to charity, and in-app financial education lessons where kids can watch videos, take quizzes and earn points & badges. This is all designed to help kids and teens build good money habits that will last a lifetime.

We are looking for an experienced and self-driven Family Finance Assistant

We are looking for an organised problem solver who is enthusiastic about all things gohenry and works well in a team. This is an interesting and varied role, you will quite often be the 'go-to' person. Come and join an exciting, innovative, and forward-thinking team who pride themselves on providing outstanding levels of service in a friendly, welcoming, and inclusive environment.

Our ops Family Finance and Special Accounts team is based in Farnborough, Hampshire and operates 8:00am to 6:00pm, 7 days per week. The need for flexibility in working hours will need to be understood by any successful candidate.

Working hours are Monday to Friday 9:00 - 17:30 or 10:00 to 18:30 (whichever suits the candidate's needs better) with the flexibility to work different hours and weekends as and when needed. Bank Holidays on a rota basis.

Responsibilities

• As a Family Finance and Special Accounts Assistant, you will be responsible for (but not limited to):
• Ensuring you provide the best possible level of service, both to our members and to the wider gohenry teams.
• Providing weekly updates to our finance partners.
• Dealing with the transfer and rejection of finance products.
• Chasing open queries with relevant departments and keeping communication with members up to date.
• Be available, visible, and able to answer any questions.
• Ensure processes and procedures are up to date.
• Dealing with Member and internal escalations ensuring all contact channels are updated.
• Onboarding new Special Accounts through the correct due diligence process.
• Daily management of accounts and assisting with all queries relating to both new and existing account holders.
• This is a great opportunity for someone to grow their skillset while working with and supporting some of our Management Teams and service providers.

What we’re looking for

You tick each of our three of our Family Finance Assistant-must-haves:

• Some knowledge in investments (ideally stocks and shares ISAs)
• Knowledge of working with Microsoft applications – Excel, Word, PowerPoint
• Used to working in a service level environment that involves multi-tasking and prioritisation of tasks

You’ve been where we’re about to go:

• A clear communicator able to use diplomacy and sensitivity wherever needed
• A problem solver who can assess a situation and identify possible solutions
• A confident, approachable people person
• Someone who cares and is passionate about what they are doing every day!
• A positive approach to learning

As a person, you are a self-starter who is motivated to kick start their own projects, welcomes challenges, seeks feedback from others, asks “how can I help” and then “how can we make this better”, shows perseverance on long-term goals, and generally goes above and beyond in their work.

What we’re offering

• Competitive salary
• After completion of the probationary period, flex to work 2 days from home
• Free tea, coffee and fruit
• Workplace pension scheme
• 31 days of holiday (including all but 2 public hols).
• Your birthday day off
• Family-friendly leave policies
• Flu Jab
• Death in service – 4x your annual salary from month 1
• Enhanced maternity leave – 20 weeks full basic pay after 2 years’ service and 26 weeks full basic pay after 3 years’ service
• Paternity leave – 4 weeks full pay after probation
• Westfield Cash Health Plan* (for you and your children)
  • £100 pa* towards Physiotherapy, Acupuncture, Osteopathy, Homeopathy And Chiropractic Treatment can be used as any, one or combination of treatments you or your dependent children
  • £100 pa* towards Acupressure, Allergy Testing/Food Intolerance Testing, Aromatherapy, Hypnotherapy, Indian Head Massage, Nutritional Therapy, Reflexology, Reiki And Sports Massage. Can be used as any, one or a combination of treatments
  • For you and you dependent children
    • £150 pa* optical fees each
    • £375 pa* consultation fees each
    • £100 pa* dental fees each
• Westfield surgery plan after 3 years’ service
• Westfield Rewards (receive discounts at over 600 retailers)
• Mental health platform – Open up
• Calm – the No.1 app for sleep and meditation
• 5 days annual leave carry over
• Cycle to work scheme
• Training opportunities to further develop your craft
• Choose your own equipment

We’re proud to say...

● We help over two million members improve their money skills every single day.

● We’re one of Tech Track’s top 50 fastest growing UK companies.

● We were nominated for ‘Best Personal Finance App’ at the British Bank Awards 2020.

● We were voted 'Best Children's Financial Provider' at the British Bank Awards 2021.

● Our kids and parents have donated over £200,000 of their own money to NSPCC via their GoHenry accounts

● We won the Kids' Cards category of Finder's Customer Satisfaction Awards 2022

But we’re still growing, and that’s why we need you.

GoHenry is an equal opportunity employer, and we’re on a mission to foster a diverse & inclusive workplace. Individuals seeking employment at GoHenry are considered without regard to race, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, medical condition, ancestry, physical or mental disability, military or veteran status, or any other characteristic protected by applicable law.

Want to join our mission?

If GoHenry sounds like a place you’d like to be, please apply using the link below.