Financial Services Administrator

FNZ; Bolton; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Competitive training

Hybrid working options

Excellent benefits

Job summary

FNZ is hiring a Financial Services Administrator to join our operations team in Bolton or Leicester. This 9-month FTC offers full training, a supportive environment, and a clear pathway to develop in financial services.

You'll support the administration of pensions, investments and other products, maintain client records, and ensure regulatory compliance while collaborating with colleagues to meet service levels.

Qualifications

• Organised, curious, and eager to learn
• Good written and verbal communication
• Willingness to learn and adapt to new processes

Responsibilities

• Process new applications, transfers, payments and client instructions
• Maintain accurate client records across internal systems
• Communicate with colleagues and third parties to resolve queries
• Ensure compliance with financial regulations and company processes
• Support ongoing reporting and audit tasks as required
• Collaborate with team to meet service levels

Skills

Attention to detail

Communication

IT systems

Proactivity

Time management

Job description

Leicester / Bolton

9 month FTC

Competitive training, excellent benefits

Looking to take your next step within the financial services sector and build on your existing administration skills in a global company with genuine career opportunities?

We’re hiring a Financial Services Administrator to join our operations team. This is a fantastic opportunity to receive full training, work in a supportive and collaborative environment, and develop a long-term career in a fast-moving industry.

Whether you’re early in your career or looking for a fresh challenge, we’re looking for individuals with a keen eye for detail, strong organisational skills, and a willingness to learn.

What You’ll Be Doing

You’ll play an important role in supporting the administration of pensions, investments, and other financial products - helping ensure that key processes run smoothly for our clients, advisers, and investors.

Day To Day, You’ll

• Process new applications, transfers, payments and client instructions
• Maintain accurate client records across our internal systems
• Communicate with colleagues and third parties to resolve queries
• Ensure compliance with financial regulations and company processes
• Support ongoing reporting and audit tasks as required
• Collaborate with your team to meet agreed service levels

You’ll receive full training in our systems and processes and be supported by approachable, experienced colleagues as you settle into the role.

What We’re Looking For

We don’t expect you to know everything on day one - if you’re organised, curious, and keen to build a career, we’ll give you the tools and support to succeed.

• Great attention to detail and a methodical approach
• Excellent communication and written skills
• Confident using IT systems and multitasking
• A proactive attitude and a willingness to learn
• Strong time management and organisational skills

The successful candidate for this vacancy will need to be based at either our Bolton or Leicester office.

Why join FNZ?

FNZ is a global fintech company reshaping the future of financial services. We partner with some of the world’s leading financial institutions to help millions of people achieve their financial goals.

• Full training and clear development pathway
• Friendly, inclusive team culture
• Modern office with hybrid working options
• Competitive salary and benefits package

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.