Global Operations Lead – Wealth Services

FNZ (UK) Ltd

Ipswich

On-site

GBP 32,000 - 52,000

Full time

3 days ago
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Job summary

FNZ (UK) Ltd in Ipswich is seeking an Operations professional responsible for core processing across designated functions within the Wealth Management platform. You will ensure daily tasks are accurate, compliant, and delivered to client KPIs, supporting both corporate and retail clients.

Key duties include maintaining data quality, executing transactions, monitoring controls, and collaborating with internal partners to drive service improvements and risk management.

Qualifications

  • A degree or equivalent in a finance, business or numerate discipline.
  • Operations experience within Wealth Management / Platform industry.
  • Experience in client services.
  • Experience in using Excel for data analysis.
  • The ability to work accurately and to deadlines.
  • Excellent interpersonal and communication skills.

Responsibilities

  • Deliver best in class operational services to clients and internal partners.
  • Support operational relationships across the global business to achieve results and protect clients.
  • Ensure daily tasks are accurate and completed to KPI/KRI standards.
  • Contribute to ongoing transformation and continuous improvement programmes.
  • Maintain risk controls and timely reporting with evidence to managers.

Skills

Interpersonal skills
Communication skills
Adaptability

Education

Finance/Business/Numerate degree

Tools

Excel

Job description

FNZ (UK) Ltd in Ipswich is seeking an Operations professional responsible for core processing across designated functions within the Wealth Management platform. You will ensure daily tasks are accurate, compliant, and delivered to client KPIs, supporting both corporate and retail clients.

Key duties include maintaining data quality, executing transactions, monitoring controls, and collaborating with internal partners to drive service improvements and risk management.

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