About Us:

Triodos Bank finances projects that benefit people and the planet. We’re committed to ethical sustainability, transparency, and high-quality service. We welcome candidates who share these values and want to drive positive change.

The Opportunity
As an Investments Coworker, you will join a growing team who are collectively responsible for ensuring that investment-related activities are completed to the highest standards. You will help ensure that customers’ investments consistently receive the level of service and protection they deserve, while also ensuring the bank continues to adhere to relevant regulations. 

This role offers the benefits of a hybrid working. This would require a min of 2 days in our Bristol office per week, with an option of working from home on the other days, as agreed based on Business needs. The first 4 - 6 weeks will be office based for training and induction.

Key Responsibilities:

• Complete core team processes in line with KPIs, including monitoring client orders, bulk dealing, and payment flows.
• Reconcile and check records of investment-related monies and assets, investigating and resolving processing exceptions.
• Ensure fair outcomes for customers in non-standard scenarios such as rejected applications, complaints, redress, shortfall cover, switches, and ISA oversubscriptions.
• Compile inputs for regulatory returns, including CMAR to the FCA and ISA reporting to HMRC, and maintain insolvency frameworks such as CASS (Resolution Pack) and FSCS (Single Client View).
• Oversee relationships with key internal and external stakeholders, including platform and fund providers, agent banks, payments teams, depository, and nominee.
• Manage risk by maintaining process documentation, operating controls, escalating incidents or breaches, and supporting audits with explanations and evidence.
• Support ongoing and future change initiatives, identifying process improvements, contributing to systems enhancements, and actively participating in team development activities.
• Comply with all regulatory obligations and internal governance, ensuring ethical behaviour and delivering positive customer outcomes in line with Triodos’ values.

What We’re Looking For:

You will have experience within financial services, or other regulated industry, and you will bring a solid understanding of investments and investment products. You will have experience of core processing and administrative activities, such as order handling, record-keeping, record-checks and reconciliation, income collection and distribution, and account servicing (including customer data).

You will take pride in delivering work to a high quality, with strong attention to detail and the ability to prioritise effectively.

You will champion continuous improvement and contribute to a high performing team. You will be familiar working within an IT-led processing environment, including the use of platforms, applications, and core Microsoft Office products such as Excel, Word, and Outlook.

You will have awareness of relevant regulatory requirements, with knowledge of CASS (particularly CASS 6 and 7) being highly desirable for this role.

What We Offer:

You will receive an hourly pay rate of £14.01 depending on experience in recognition of your skills and contributions. We are committed to diversity and inclusion, and encourage applications from candidates of underrepresented and neurodiverse backgrounds. If the role interests you and you believe you could add value, please apply - even if you don’t meet every requirement. You could be exactly what we need.

Triodos may close this vacancy once enough applications have been received, so please apply as soon as possible if you’re interested.

Closing Date 25/08/2026

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