Investments & DFM Executive (12 Months FTC)

Req Id: 100148

City: Bath

State/Province: Somerset

Posting Start Date: 10/21/25

About Servaada, a Wipro company:

Servaada is Wipro UK entity, authorised by the Financial Conduct Authority (FCA), the UK financial services regulator, to undertake regulated activities on behalf of its clients, as an outsourced service provider.

Job Description:

About us:

Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.

About the Role:

The purpose of this position is to assist the Investments and DFM Executive team in their business-critical daily responsibilities. A mixture of operational and regulatory focus provides a varied and interesting role for someone who has experience in this area, or for an ambitious and talented individual who wants to progress in this direction and has some knowledge of finance.

The successful candidate will be key in both delivering team and individual targets within the appointed timescales and to the highest standards.

What we're looking for:

Essential

• Good attention to detail
• Excellent interpersonal, organisation and communication skills
• Ownership and accountability
• Proactive and driven
• Working knowledge of Excel
• Ability to work well under pressure

Desirable

• Investment Management Certificate (IMC), Investment Operations Certificate (IOC) or equivalent industry recognised qualification
• Financial services experience
• Understanding of investments and investment products

Application of Individual Conduct Rules:

Standard of conduct is reasonable under all circumstances relating to:
• Must act with integrity
• Must act with due skill, care and diligence
• Must be open and cooperative with the FCA and other regulators
• Must pay due regard to the interests of customers and treat them fairly
• Must observe proper standards of market conduct

Why Join Us?

Servaada is an advocate for positive change and conscious inclusion. As a global employer, we strive to create a diverse Wipro family by remaining committed to the development of our culture, diversity, equality, and inclusion in the workplace. All applicants welcome.

Equal Opportunities:

Servaada is committed to diversity, equality, and inclusion in the workplace. All applicants welcome.