Service Executive

FNZ; Salisbury; Hybrid; GBP 23,000 - 26,000; Full time

Benefits offered by this job

Training

Hybrid working

Competitive salary

Excellent benefits

Job summary

FNZ is recruiting a Service Executive in Salisbury for a 6-month fixed-term contract with hybrid working. You will join a supportive operations team, receive full training, and contribute to essential investment-related processes on behalf of clients.

No prior pensions or financial services experience is required, only a proactive, detail-oriented approach. You’ll be part of a global fintech environment with opportunities for career progression across regions, and you’ll benefit from competitive

Qualifications

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

Responsibilities

• 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

Skills

Attention to detail

Numerical skills

Written communication

Organisational skills

Team player

Proactive attitude

Education

GCSE Maths and English (grade C or above)

Tools

Internal systems

Job description

Salisbury

6 month FTC

Hybrid

• ompetitive
• 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 a Service Executive on a 6-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 details 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
• 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?

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 the world's leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.