Operations Officer

FNZ Group; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in the finance sector is looking for an Operations Specialist in Edinburgh to ensure quality processing and service delivery to corporate clients. This role involves cash management, settlements, and fostering collaborative relationships across the organization. Candidates should have a degree in finance or a related field, along with experience in operations and client services.

Qualifications

• Operations experience within the Wealth Management / Platform industry.
• Proficiency in Excel for data analysis.
• Excellent interpersonal and communication skills.

Responsibilities

• Ensure service delivery to clients adhering to service standards.
• Manage daily client funds and cash transactions.
• Engage with external stakeholders regarding service issues.

Skills

Communication

Interpersonal Skills

Data Analysis

Collaboration

Education

Degree in Finance, Business, or Numerate Discipline

Tools

Excel

Job description

Social network you want to login/join with:

This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.

This means the following key requirements:

The role holder will be responsible for all aspects of day-to-day processing, ensuring that all processes are followed correctly and completed to a high level of quality.

The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs.

Specific Role Responsibilities

• Deliver best-in-class operational services to clients and internal partners.
• Support operational relationships across the global business, ensuring collaborative engagement and partnering to achieve the best results and protection for clients and the business.
• Participate as an internal stakeholder and positively support the relationships globally to create a positive, collaborative, and engaged relationship.
• Engage with external stakeholders regarding their team’s issues, service standards, change, and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.

Process

• Ensure that completion of daily tasks is accurate, minimizing errors with processing and quality actions.
• Deliver KPI/KRI’s related to customer contractual terms, taking action to prevent failure through quality processing.
• Support, contribute to, and challenge the delivery of the Operational Transformation Programme (or any other continuous improvement programme), ensuring milestones are met.
• Complete personal risk management tasks, including Control Attestation, Risk Event, and Breach Reporting, ensuring accurate and timely reporting with a focus on quality and prevention.
• Adhere to operational controls to reduce errors and mitigate potential fraud; provide reporting/evidence to managers and senior officers to demonstrate standards achieved.
• Support quality processing for handling client assets and client money, providing evidence of standards achieved.

People

• Maintain training requirements.
• Encourage a culture of collaboration, supportive challenge, and discussion through openness and ethical decision-making.
• Communicate effectively, ensuring timely and clear information sharing for rapid resolution.
• Complete all mandatory training on time.
• Support and promote the FNZ culture, adhering to conduct standards and fostering collaboration, debate, openness, and engagement among staff.
• Develop professional and technical skills through training and development to meet Continuing Professional Development requirements.

This role will be based in our Payments Team and will have the following responsibilities:

Settlements & Payments

• Support client funds cash management, including all client cash transactions and ledger processing.
• Process daily market settlement and ledger movements.
• Support Control Account Exception Reporting and Regulatory Reporting.
• Manage daily client and pooled FX trade processing and settlement.
• Maintain accurate interest rates across all supported currencies.
• Prepare internal/external stakeholder and client cash reports in compliance with regulatory and legislative obligations.

Experience required

A degree or equivalent in a finance, business, or numerate discipline.

Operations experience within the Wealth Management / Platform industry.

Experience in client services.

Proficiency in Excel for data analysis.

The ability to work accurately and meet deadlines.

Excellent interpersonal and communication skills.

Preferred Knowledge & Skills

Knowledge of the platform industry, from Retail Client to Asset Servicing delivery.

Technical operational knowledge relevant to the team’s remit.

Understanding of risk and compliance policies and processes in financial services.

Awareness of regional regulations that apply.