5 Director of financial operations jobs near Oxford, Oxfordshire

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Ethex & Energise Africa
Oxford, Oxfordshire
£20,000 - £26,000 per year

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Ethex & Energise Africa
Oxford, Oxfordshire
£35,000 - £45,000 per year
Page 1 of 1
Oxford, Oxfordshire
£20,000 - £26,000 per year
Temporary, 18- month fixed term contract - potential for the role to be made permanent. Starting asap., Full-time
Job description

The Client Operations Manager role is a great opportunity to join the Ethex team and play a pivotal role in the day to day operations of one of the UK’s leading alternative finance providers. Primarily working on Ethex’s sister impact investing platform, Energise Africa. The Client Operations Officer will be critical in helping accelerate the scaling-up of the Energise Africa platform to raise $100million for climate action and the SDGs by the end of 2023.

Ethex and Energise Africa

Ethex is a multi-award-winning positive investing platform for individual investors that brings together the best positive and ethical savings and investment opportunities to make it easy for everyone to #makemoneydogood. Our platforms enable individuals to invest and save with businesses that support causes they believe in – whether it’s fighting climate change, reducing poverty or building resilient communities. In 2017, we launched Energise Africa, offering people a chance to fight climate change by investing in pioneering businesses that install life-changing solar home systems in Sub-Saharan Africa.

Since 2013 Ethex, and Energise Africa have helped raise over £100 million of investment for over 100 impactful organisations from more than 20,000 positive savers and investors. We are a leading innovator in the field and this role provides the right candidate with an excellent opportunity to be part of an organisation at the cutting edge of mainstreaming positive investing.

Key responsibilities:

  • Managing relationships with existing investees
  • Build strong relationships with investees and be the point of contact for queries
  • Liaising with investees regarding their upcoming monthly financing needs
  • Building website profiles & coordinating updates to offer documentation
  • Updating all back-office systems to reflect monthly campaign progress and completion
  • Arrange dissemination of updates to investors e.g. Annual Reports, AGM invites, and updates on project progress/performance
  • Being responsible for timely and accurate repayment on investments
  • Management of repayments calendars
  • Calculation of amounts due for annual/semi-annual interest payments and capital returns
  • Requests for payment from investees
  • Operational distribution to investors
  • Ad-hoc repayment requests from investors needing repayment from businesses e.g. probate / financial hardship
  • Managing the information flow throughout the investment lifecycle
  • Onboarding docs for KYC for new Investees
  • Set-up of new investees on our crowdfunding platforms ensuring all company information, images, offer documentation, bank details meet requirements, and receive compliance sign-off before launching new investment campaigns
  • Financial performance / Impact data / Annual reports to monitor project performance against those advertised

Key skills and experience:

What we are looking for in a successful candidate:

  • Good customer understanding that you use to promote excellent customer service and to build effective relationships inside and outside of Ethex.
  • Highly organised and extremely detail-oriented, possibly with the ability to ensure that information from contracts, financial statements and other project documentation are accurately summarized in all external communications and marketing materials.
  • Numerically literate with the ability to structure and manage large volumes of data, and oversee document control processes
  • An excellent communicator with the ability to write compellingly to multiple audiences (investors, investees and registry clients)
  • High levels of integrity and discretion in handling confidential information, and professionalism for dealing with investors and businesses
  • Excellent ICT skills, specifically high-level proficiency in Excel, and ability to pick up new technology quickly and work across multiple platforms/systems
  • Enjoys collaborating with team members, but able to work self-reliantly on projects where required
  • Demonstrated ability to respond effectively to changing workloads and priorities.
  • A motivation to make money do good.
  • Desirable to this role but not essential if the above qualities can be demonstrated:
  • An understanding of finance and investment
  • Keen interest or experience in the UN Sustainable Development Goals and emerging economies, particularly renewable energy
  • Experience of working in a regulated entity or within a regulated financial institution or within a regulatory framework

Our values:

  • We want to create a positive impact and make a difference in the world.
  • We love helping communities, social entrepreneurs and businesses in innovative ways
  • We aim to provide excellent customer service and treat all our investors fairly.
  • We are a dynamic, professional and knowledgeable team with a friendly, can-do attitude.
  • We are a small team that likes delivering big impact.
  • What we offer:
  • A fantastic opportunity to help grow a multi-award-winning fintech social enterprise, working with mission-driven teams and businesses tackling some of the world’s most pressing problems
  • Put forward awesome projects that we should be raising investment for.
  • The kind of environment where you can really be yourself, working with colleagues who want to help you grow - we are open to a wide range of backgrounds and perspectives, and recognise the value that this diversity brings.
  • Flexible office/home working arrangements, with the opportunity to travel and meet our JV partners in Rotterdam (when COVID-19 restrictions permit!)
  • 25 days holiday a year plus some extra days around Christmas when we close to have a rest.
  • Statutory pension scheme
  • Plenty of bike racks to stash your bike
  • We hire great people from a variety of backgrounds, not just because it’s the right thing to do, but because it makes our company stronger. If you share our values for making a positive impact in the world and making money do good, you will find a home at Ethex.

Contractual Details

This is an 18-month fixed-term contract with the potential to become a permanent role. There is a 3-month probationary period at the start. Please note you must be eligible to work in the UK in order to apply for this role.


Please send your CV and a covering letter specifically telling us why you should be our number one candidate by midday on Tuesday 4th January 2022 marked "Client Operations Manager". Interviews will be taking place on Tuesday 11th January 2022. Please include your salary expectations but remember folks, we’re a social enterprise.

This position will be based in the Ethex office at Oxford (with some home working included). The office is accessed via a staircase. If you need assistance or accommodation due to a disability or personal circumstances, please feel free to let us know in your application, or contact us separately to discuss.

Application Instructions

Please send your CV and a covering letter specifically telling us why you should be our number one candidate

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Posted on: 25 November 2021
Closing date: 25 December 2021
Tags: Finance,Operations

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