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INTERNET | Internet Software & Services / Asset & Financial Management & Trading
wealthify.com

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Secondary Market | Alive

Mosaic Score

+20 points in the past 30 days

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About Wealthify

Wealthify is a low-cost investment service that aims to simplify the process.

Wealthify Headquarter Location

Cardiff, Wales,

United Kingdom

0800-802-1800

Latest Wealthify News

Recruitment Roundup – 13th October 2021

Oct 13, 2021

Description: Backbase Identity provides a modern, user-focused identity management solution fully integrated into the Backbase Digital Banking Platform. About You: You are passionate about technology – you want to be working with the latest software technologies and standards, and be the subject matter expert for your domain; You are comfortable with the demands of performance, scalability, and security in a modern software architecture and have proven experience of delivering performant scalable products ready for production; You are an excellent communicator, and can confidently introduce complex concepts and solutions to a wide range of internal and external stakeholders; You can see the world from multiple perspectives, and can empathize with end-users and engineers alike; You have a strong understanding of APIs and software architecture and can collaborate closely with architects and engineers in design to solve complex problems in a pragmatic way; You have experience analyzing, capturing and structuring software product requirements in an dynamic, agile environment; You have hands-on experience of agile software delivery practices and know how to bring value to an MVP or prototype and iterate to deliver value to the product; You are eager to take responsibility and contribute to the full delivery life cycle of your squads and are able to work independently in a multicultural and international environment to achieve results; Experience working with identity lifecycle management, strong customer authentication, web and mobile security technologies, and associated industry standards such as FIDO and OpenID Connect would be a strong benefit. Description: Coincover are looking for a Demand Generation Executive to convert the significant interest in what they do into winnable opportunities and build Coincover’s position as the Safety Standard for Cryptocurrency. A demand-gen evangelist you’ll be responsible for bringing your passion for high-performing campaigns across all aspects of Demand Generation – and that starts with helping Coincover build their capabilities from almost nothing today (except a decent flow of inbound) into a high-performing machine within 18 months – with the resources you need to succeed – including a team skilled and equipped to help you succeed. It’s no exaggeration to say this is a role with significant opportunity. What you’ll be doing: Developing and executing short- and long-term multi-channel campaigns to drive leads and the sales pipeline  Developing customer personas and knowing their buying preferences   Leading A/B testing strategies and execution across all channels  Monitoring and optimizing campaigns and programs  Grow new leads by converting site traffic through calls-to-action, landing pages, and lead generation content (including offers). Optimize our marketing automation and lead nurturing processes through email, content, and social channels. Working within a team of marketing professionals and collaborating with other departments, like SDR, sales and content, to develop and enhance strategies  Measuring and analysing campaign and marketing success – supported by a Marketing Ops function  Helping us bed-in our (tbc) marketing automation platform  Delivering performance reports to leadership and departments you partner with  Location – Penarth, Wales Contract – Permanent, full-time Perks – Yes (Annual bonus between 0-20% of your annual salary which is linked to both the company and individual performance, Private Medical Insurance & more) Description: Wealthify is an ambitious, multi-award-winning online investment company located in Penarth, Wales. Wealthily are here to inspire anyone to build their future wealth, and they do this by making investing easy, affordable, and accessible. Wealthify is looking for a motivated Power BI Developer to create and manage Business Intelligence and Reporting solutions at Wealthify, primarily using Power BI. A talent for problem-solving is also a must – the role requires someone who will improve our business intelligence systems to allow the business to make the correct decisions with all available data. Desirable experience: Description: Currencycloud is looking for a talented Senior Compliance Analyst to join their New Business Onboarding team. This role would be an ideal role for a Junior KYC Analyst looking to take the next steps in their career. Coincover is ideally looking for someone who had previously dealt with the onboarding of a variety of regulated clients such as Payment Institutions and other Financial Institutions. The details: Assisting the Team Lead in managing any new opportunities Carrying out know-your-customer (KYC) and Know-your-business (KYB) checks Reviewing and assessing a client’s regulatory cover Performing Risk Assessments on new clients Assessing the effectiveness of each clients AML framework Undertaking onboarding calls to identify potential gaps within the client’s AML procedures Conducting KYC Refreshes on existing New Business clients Evaluating transactional activity of clients Proactively escalating urgent cases to the MLRO/DMLRO for further review Complete Compliance administration (such as keeping client records up to date) Participate in regular reviews of departmental procedures and identify potential areas for improvement Work cross-departmentally to proactively identify and resolve any queries and complaints Keep up to date with current and future regulatory changes that affect the business and use this knowledge to proactively suggest improvements to compliance policies and procedures Skills, Knowledge & Expertise: Description: Hodge is looking for a Graduate Cyber Security Engineer to join the cyber team as part of their IT Service Delivery team. This is a great opportunity for someone looking to start a career in cyber and work with some of the latest technologies in a dynamic working environment. Reporting to the Senior Cyber Security Engineer, you’ll be the initial point of contact for responding to cyber issues and queries. You will be a good communicator with all levels of the business, providing a professional service and show a willingness to learn. You will be a strong team player with a pro-active and problem-solving approach to your work. You will be responsible for: Operating a range of tools and platforms across all areas of Hodge’s infrastructure. You will need to be able to prioritise your workload based on incoming alerts and requests, alongside ongoing work to ensure the estate is kept up to date. Implementing and operating vulnerability management processes across applications and infrastructure, Remediating identified issues and ensuring status is reported accurately. Description: The ideal candidate should be extremely data-driven and comfortable with planning and executing on various stages of large campaigns. He/she should also have a proven track record of working with multiple cross-functional stakeholders and demonstrates the ability to learn new tools quickly. Lastly, this key team member must be a proactive self-starter, have a growth mindset, be detail-oriented, analytical and have excellent interpersonal and communication skills. This role is responsible for owning, personalizing, and optimizing our website, building paid and organic search strategy, supporting our email marketing channel, supporting our blog channel strategy with SEO, and deploying channel strategies across our go-to-market campaigns. The Digital Marketing Manager is essential to the team in terms of launching and managing global marketing campaigns. What You’ll Do: Developing and implementing plans to enhance LBS overall digital presence across owned and third-party websites, social media and search Working with the brand marketing managers to optimize digital journeys to enhance customer acquisition and retention including providing recommendations and plans to generate and produce campaigns and content for digital channels to include written and audio/visual formats Management of digital agencies, social media and online communities Advising and training on the best use of social media and digital channels to build relationships and brand profile across the team Optimize the website for user experience (UX), content distribution, and lead conversion rate Set up and optimize organic search campaigns to drive traffic to our website Build and manage paid search campaigns in Google Ads and Microsoft Ads to drive consideration and conversion Support the email marketing team by optimizing landing pages for conversion rate, segmenting customer profiles for more efficient targeting, and by integrating their strategy with LexisNexis’s broader go-to-market channel approach Lead cross-team reporting for all channel efforts and build reporting structure for go-to-market campaigns using tools like Google Analytics, Google Tag Manager, Google Data Studio and Tableau Preferred experience in: Main Purpose and Scope for the Role: To assist the Payroll Manager in processing a portfolio of clients’ payroll in a timely and accurate manner. To create and maintain clients’ payroll records. To carry out calculation of wages and applicable deductions based on candidates’ attendance and timesheet records. Enter payroll information into central system for processing. Ensure the issuance of candidates’ pay and earnings summaries are accurate and sent on time. To make relevant submissions to regulatory authorities. Duties and Key Responsibilities: Maintains payroll processing system and records by gathering, calculating, and inputting data Calculate candidate take-home pay based on time records, benefits, and taxes Work closely with the operations team and key stakeholders to ensure we provide agencies with a high level of service and minimise disruption to the business Makes appropriate RTI and Pension submissions each period Receive and coordinate requests for leave and other Statutory absences Handles changes in worker status and relevant entitlements Adheres to payroll policies and procedures and complies with relevant law Identifies, investigates, and resolves discrepancies in timesheet and payroll records Completes payroll reports for record-keeping purposes or managerial review Perform the weekly distribution of wages through issuance of direct transfers to candidates’ bank accounts Experience: Description: As the Data Delivery Manager, you will be instrumental in ensuring the delivery of the data roadmap, specifically within our Data Science and Marketing Analytics teams, as well as supporting the broader business strategy. The ideal candidate has a working experience of software and model delivery projects, working across several data platforms and has a curious mind that is interested in identifying opportunities to solve problems and grow revenue. The successful candidate will be a self-starter who embraces ambiguity and an evolving, fast-paced environment. If you are passionate about driving business impacts through data and building a culture that leverages data smartly, then this might be your new opportunity! Requirements: A highly proficient, delivery manager, with an understanding of Agile methodologies, and experience matrix-managing multi-disciplinary teams A wide breadth of knowledge of technology platforms and systems and can make a strong contribution to discussions regarding technical problems and issues. You are a strong communicator, with an ability to build strong relationships, understand wider business priorities as well as individual challenges, can communicate to both technical and non-technical stakeholders, as well as enabling discussions within a multidisciplinary team. You will ensure senior management and executives are aware of meaningful developments and performance updates in a relevant, objective and timely manner. Monitor progress and manage resources against a baseline delivery plan, managing risks and issues as they arise, collaborating to resolve or escalate them. Technologies: Description: Principality is a mutual building society, owned by and run for the benefit of their 500,000 Members. As a business, Principality has been helping people across Wales and the borders to find homes and save towards what matters to them for 160 years. As Principality’s Members and customers’ needs and ambitions evolve, they are transforming their business to keep pace and this takes people from a variety of backgrounds, with a combination of different skills and experience. What you’ll be doing: Solving business problems and delivering change as a member of one of Principality’s delivery teams in their end-to-end change model. Taking high-level solution designs and creating low-level design documents, showing orchestration across our API network. Collaborating with the test engineers within your team to ensure Principality’s APIs are built with the highest quality and meeting their requirements by creating unit tests. Using a test driven development approach to implement the design of your APIs using Mulesoft Anypoint Platform. Contributing to the integration community of practice. Sharing knowledge, building our standards and ways of working across teams and value streams. Provide support to production services and fix any bugs identified. Experience you’ll bring: Description: Trust Payments is a global unified payment technology group that was formed in 2019 bringing together technology and financial services into an omnichannel solution. The main purpose of the job is to develop and implement security strategies at our company. Creating security policies and procedures, controlling budgets for security operations, and coordinating security staff. Duties and responsibilities:  Planning and implementing comprehensive security strategies Supervising, recruiting, and training security personnel Gathering security intelligence and implementing preventative measures (SoC/SIEM Developing work schedules, allocating tasks, and monitoring personnel performance Coordinating responses to emergencies and alarms, as well as compiling incident reports. PCI DSS and CyberEssentials assessment duties Conduct internal application penetration tests Maintain and update the internal penetration testing framework Carry out staff security awareness training Safeguard assets by identifying and solving potential and actual security problems Determine security inefficiencies by conducting periodic audits, annual security reviews and firewall/router configuration reviews Assist in or conduct risk analysis as required on IT related changes. Experience and Qualifications: Proven experience in leading a QSA PCI DSS audit, which resulted in the successful delivery of a RoC and AoC Ideally the candidate should have previous experience in leading and achieving ISO 27001 certification Experience and qualifications in an IT Security Field, certifications such as CISSP or CISM are desirable. Experience with vulnerability management tools and technologies. Experience of penetration testing tools, techniques and methodologies Understanding of OWASP and SANS security documentation Experience of Cloud based solutions and security such as AWS and Azure would be advantageous Stay Up To Date If any of these roles are of interest to you then don’t hesitate to contact these outstanding companies and apply for an exciting position. These are just a selection of the employment opportunities in Wales’ budding FinTech sector, so be sure to tune into our weekly roundups every Wednesday as more vacancies become available. For FinTechs looking to have their latest listing featured in our weekly bulletin, email us at [email protected] for more information.

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Research containing Wealthify

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Wealthify in 1 CB Insights research brief, most recently on Jul 22, 2020.

Expert Collections containing Wealthify

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Wealthify is included in 2 Expert Collections, including Wealth Tech.

W

Wealth Tech

1,109 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech

19,054 items

Excludes US-based companies

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