Key Account Manager

FNZ; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management platform in Bristol is seeking an experienced Key Account Manager to enhance service delivery for key corporate clients. This role involves managing client relationships, overseeing SIPP administration, and ensuring compliance with regulations. Ideal candidates will have experience in client relationship management and a strong understanding of financial services. The position offers a competitive salary and a hybrid working environment.

Benefits

Competitive salary and benefits package

Hybrid working model

Opportunities for progression

Supportive and inclusive culture

Qualifications

• Previous experience in a client relationship, complaints, or account management role within financial services is desired.
• Strong communication and relationship-building skills with clients, advisers, and internal stakeholders.
• High attention to detail with a proactive, solution-focused mindset.

Responsibilities

• Act as the primary contact for a portfolio of clients and advisers, ensuring exceptional service.
• Oversee and authorise SIPP transactions, managing end-to-end SIPP administration processes.
• Identify process improvements and support continuous improvement initiatives.

Skills

Knowledge of SIPP administration and pension operations

Experience in client relationship management

Strong communication skills

High attention to detail

Understanding of financial services regulations

Proficiency in Microsoft Office

Job description

Key Account Manager – SIPP Administration

Bristol

12 month FTC

£Competitive + benefits + hybrid working

FNZ are looking for an experienced Key Account Manager to join our growing operations team. This role is central to delivering first-class service to our key corporate clients, advisers and pension members, with a focus on SIPP administration and oversight across the full investment lifecycle.

You’ll act as the main point of contact for a portfolio of clients and advisers, ensuring every instruction is handled efficiently, accurately and in line with our compliance and service standards. Working collaboratively with other operational areas, you’ll make sure our service delivery consistently reflects FNZ’s commitment to precision, integrity and client excellence.

Key Responsibilities

Client Service & Relationship Management

• Act as the primary contact for a portfolio of clients and advisers, ensuring an exceptional level of service at all times.
• Build and maintain strong working relationships with key accounts, proactively managing queries and updates.
• Communicate effectively with clients and intermediaries to resolve issues and ensure smooth day-to-day administration.
• Represent FNZ in all client interactions, ensuring professionalism and compliance.

Operations & Administration

• Oversee and authorise key SIPP transactions and pension scheme payments.
• Manage end-to-end SIPP administration processes, ensuring accuracy and adherence to regulatory standards.
• Liaise with internal operational teams to ensure efficient handling of transfers, contributions, disinvestments, and benefit payments.
• Monitor key performance indicators (KPIs) and service level agreements (SLAs), escalating and resolving risks where required.
• Identify process improvements and support the delivery of continuous improvement initiatives within your functional area.

Governance & Risk

• Ensure compliance with internal controls, CASS regulations, and all FNZ compliance standards.
• Proactively identify risks, errors or potential breaches and escalate appropriately.
• Support audits, client reviews and governance meetings, ensuring accurate reporting and oversight.

People & Culture

• Act as a key contributor within the operational team, supporting a collaborative and high-performance culture.
• Encourage openness, debate and accountability across the team.
• Maintain all mandatory training requirements and support personal and professional development initiatives.

Skills & Experience Required

• · Knowledge of SIPP administration and pension operations is desirable, but not essential
• Previous experience in a client relationship, complaints or account management role within financial services.
• Excellent understanding of investment and pension processes, ideally with experience in platform or wealth management operations.
• Strong communication and relationship-building skills with clients, advisers and internal stakeholders.
• High attention to detail with a proactive, solution-focused mindset.
• Sound understanding of financial services regulation, particularly CASS, COBS, COLL and SYSC.
• Proficient in Microsoft Office and comfortable working across multiple systems.

Why Join FNZ?

At FNZ, we’re redefining the platform experience for millions of investors worldwide. You’ll be joining a collaborative global business that values innovation, accountability and continuous improvement. We offer:

• Competitive salary and benefits package
• Hybrid working model
• Clear opportunities for progression and professional development
• Supportive and inclusive culture focused on delivering excellence for our clients

Ready to take the next step in your career?

Join FNZ as a Key Account Manager and play a key role in shaping how we deliver exceptional pension and investment administration services.

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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.