Wealth Operations Specialist

FNZ Group; West of England; On-site; GBP 42,000 - 64,000; Full time

Job summary

FNZ Group in the United Kingdom seeks an Operations Professional responsible for core processing across a range of corporate and retail client activities, ensuring accuracy, compliance and high service standards.

You will deliver daily tasks, monitor KPIs, engage with internal teams and external stakeholders, and contribute to continuous improvement programs, risk reporting and control adherence.

Qualifications

• A degree or equivalent in a finance, business or numerate discipline.
• Experience in wealth management operations and client services.
• Ability to work accurately and meet deadlines.
• Excellent interpersonal and communication skills.

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 in relation to their team’s issues, service standards, change and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.
• Complete personal risk management, covering Control Attestation, Risk Event and Breach Reporting, ensure accurate and timely reporting, with focus on quality and prevention.
• Ensure adherence of operational controls, to reduce errors and mitigate potential for fraud; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.

Skills

Client services

Excel for data analysis

Attention to detail

Communication skills

Education

Finance/Business/Numerate degree

Tools

Excel

Job description

FNZ Group in the United Kingdom seeks an Operations Professional responsible for core processing across a range of corporate and retail client activities, ensuring accuracy, compliance and high service standards.

You will deliver daily tasks, monitor KPIs, engage with internal teams and external stakeholders, and contribute to continuous improvement programs, risk reporting and control adherence.