Investment Services Executive

FNZ; Salisbury; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join FNZ as a Service Executive in Salisbury, where you will support investment processes in a hybrid work environment. Ideal for those passionate about finance, offering full training without prior experience. Be part of a global fintech firm reshaping wealth management, with opportunities for career growth.

Benefits

Full training and onboarding

Friendly and inclusive team environment

Modern office with hybrid working available

Opportunities for permanent roles after FTC

Competitive salary and benefits

Qualifications

• No previous pensions or financial services experience required.
• Must have strong communication and organizational skills.
• Willingness to learn and take ownership of tasks is essential.

Responsibilities

• Accurately process account opening and closing processes.
• Liaise with other departments and external providers.
• Deliver high standards of service for clients and investors.

Skills

Attention to Detail

Numerical Skills

Communication

Organizational Skills

Teamwork

Education

GCSE Maths and English (grade C or above) or equivalent

Job description

Investment Services Executive
Salisbury

9 month FTC

Hybrid
£Competitive + training + excellent benefits

Looking to step into the world of financial services? Want to join a fast-growing global company with real career progression?

We’re hiring Service Executives, initially on a 9-month fixed-term contract. Whether you’re early in your career or looking to build your experience in a new industry, this is a fantastic opportunity to develop your skills, receive full training, and contribute to meaningful work in a supportive and ambitious team.

This role is perfect for someone with strong attention to detail, a proactive mindset, and an interest in learning about the pensions and investment sector.

What you’ll be doing:

You’ll be part of our friendly and knowledgeable operations team, responsible for supporting key investment-related processes on behalf of our clients. It’s important work, and you’ll be helping people access and manage their financial futures.

Day to day, you’ll:

• Process account opening and closing processes and client instructions accurately
• Use our internal systems to track and complete key administrative tasks
• Liaise with other departments and external providers to ensure smooth delivery
• Maintain accurate records and meet internal service level agreements
• Deliver high standards of service for clients, IFAs, and investors
• Work collaboratively with your team while taking responsibility for your own workload

You’ll be fully trained in our systems and processes, and supported every step of the way by experienced colleagues and team leaders.

What we’re looking for:

You don’t need previous pensions or financial services experience — if you’re organised, detail-oriented, and a strong communicator, we’ll help you learn the rest.

Here’s what will help you succeed:

• Strong attention to detail and accuracy
• Good numerical and written communication skills
• Confident using computer systems
• Willingness to learn and take ownership of tasks
• A positive team player with a proactive attitude
• GCSE Maths and English (grade C or above) or equivalent

Why join FNZ?

At FNZ, you’ll be part of a global fintech company that’s reshaping the future of wealth management. We believe in creating a culture for growth — for our clients, our technology, and our people.

• Full training and onboarding
• Friendly and inclusive team environment
• Modern Salisbury office with hybrid working available
• Opportunities for permanent roles after FTC
• Competitive salary and benefits
• Global company with career progression across multiple regions

Ready to launch your career with a business that’s transforming financial services?

Apply today to become a Service Executive at FNZ and take your first step into a future-focused, people-first company.

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 over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.