Operations Specialist – Wealth Processing & Client Service

FNZ Group; Ipswich; On-site; GBP 36,000 - 48,000; Full time

Job summary

FNZ Group in Ipswich is seeking an Operations Specialist to manage core processing for Corporate and Retail clients, ensuring accuracy, compliance and delivery of service standards.

You will handle daily processing tasks, contribute to risk reporting, and collaborate with internal partners to maintain data quality and service levels, leveraging your finance background and Excel skills. This role emphasises governance and continuous improvement within FNZ.

Qualifications

• A degree or equivalent in a finance, business or numerate discipline.
• Experience in wealth management/platform operations.
• Experience in client services.
• Experience using Excel for data analysis.
• Strong accuracy, deadlines, and communication skills.

Responsibilities

• Manage day to day core processing for assigned functions within FNZ.
• Ensure processing accuracy, compliance and delivery of service standards.
• Support KPI/KRI reporting and risk management activities.
• Maintain data quality and collaborate with internal/external stakeholders.

Skills

Finance/business degree

Wealth management operations

Excel data analysis

Attention to detail

Communication skills

Education

Degree in finance, business, or numerate discipline

Job description

FNZ Group in Ipswich is seeking an Operations Specialist to manage core processing for Corporate and Retail clients, ensuring accuracy, compliance and delivery of service standards.

You will handle daily processing tasks, contribute to risk reporting, and collaborate with internal partners to maintain data quality and service levels, leveraging your finance background and Excel skills. This role emphasises governance and continuous improvement within FNZ.