Moneybox

About the Company

At Moneybox, we help you turn your money into something greater.

Millions of us want to achieve more with our money. But whether we’re looking to save for a rainy day, grow our money, buy a home, or even build a retirement fund, we leave it at the bottom of our to-do lists because we're not sure how to get started.

This isn’t surprising. We aren’t taught about financial planning at school, the wealth industry was built to serve a minority, and it often feels like banks don’t care about helping us achieve outcomes. To top it off, the financial services industry is fragmented and confusing.

This means that our money often isn’t working hard enough and our goals are much harder to achieve.

So, we made a solution.

We've brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point.

We want to help people build wealth, but our mission goes beyond that. We believe that building wealth isn’t simply about accumulating more money. It’s about going after the life you want and enjoying it to the fullest, today and tomorrow. This is what it means to turn your money into something greater.

Listed Jobs

Company Name

Moneybox

Job Title

Support Team Executive (2-3 month Fixed-Term Contract)

Job Description

Job Title: Support Team Executive (Fixed‑Term Contract) Role Summary: Deliver high‑quality customer support via email and chat during the peak end‑of‑tax‑year period, collaborating with Operations and Compliance to resolve inquiries, promote mortgage and coaching services, and exceed customer expectations. Expectations: Operate independently and as part of a team in a fast‑moving startup environment; maintain a high volume of support interactions; demonstrate proactive problem‑solving and customer‑centric initiative; deliver measurable customer satisfaction metrics; potential transition to permanent role based on performance. Key Responsibilities: 1. Respond to customer inquiries via email and chat, ensuring timely, accurate, and courteous communication. 2. Escalate complex issues to Operations and Compliance teams and follow through on resolution. 3. Promote Moneybox mortgage advice and financial coaching services to customers where relevant. 4. Identify opportunities to enhance customer experience and champion “above and beyond” support solutions. 5. Maintain accurate customer records and support documentation in the company’s CRM system. 6. Participate in team meetings and briefings, sharing insights and feedback to improve processes. Required Skills: • Excellent written and spoken English communication. • Strong analytical and problem‑solving abilities. • Ability to work independently and collaboratively in a remote setting. • High‑output, self‑motivated attitude in a dynamic startup environment. • Customer‑focused mindset with a genuine interest in savings and investments. • Proficient in using customer‑service platforms (e.g., chat, email, CRM). Required Education & Certifications: None specified.

United kingdom

Remote

09-01-2026

Company Name

Moneybox

Job Title

Customer Operations Executive (2-3 month Fixed-Term Contract)

Job Description

Job Title: Customer Operations Executive (Fixed‑Term 2–3 Months) Role Summary Provide high‑accuracy processing of ISA and LISA transfers during the UK tax‑year deadline period. Work independently to manage end‑to‑end transfer queues, chase providers, and resolve customer queries while maintaining regulatory compliance. Expectations * Operate under fast‑paced workload, handling 20+ concurrent tasks. * Deliver precise, error‑free work with strong attention to detail. * Communicate clearly with providers and customers in plain language. * Act promptly, self‑directed yet seek help when needed. Key Responsibilities * Review, validate, and process incoming ISA/LISA transfer requests. * Verify that reference numbers, account details, and amounts match customer records. * Identify and flag irregularities (mismatched names, missing references). * Chase servicing providers to expedite delayed transfers and document all interactions. * Handle customer inquiries, resolve problems, and explain regulatory timelines. * Ensure all documentation meets regulatory requirements, including required signatures and safe custody procedures. * Maintain accurate logs and update internal systems throughout the transfer lifecycle. * Collaborate with the Operations team to improve processes and meet SLA targets. Required Skills * Excellent written and spoken English. * Exceptional attention to detail and accuracy under pressure. * Strong organisational and prioritisation abilities. * Ability to work independently and as part of a team. * Comfort with operational and customer‑service software and technology. * Experience in fast‑paced operations, customer service, or financial services (preferred). * Sound judgment in a regulated environment and knowledge of compliance basics. Required Education & Certifications * Minimum qualification of secondary education or equivalent. * Legally eligible to work in the UK. * No specific industry certifications required; knowledge of financial‑service regulations is a plus.

United kingdom

Remote

05-02-2026