puestos de Wealth Management en Gran Bretaña

Role Description

FNZ offers an unparalleled opportunity to gain experience working in an organization that combines retail technology and financial services, within one of the fastest-growing and most successful companies in the global FinTech sector.

Within the FNZ Investment Operations Function, you will be responsible for processing and settling all financial transactions made by FNZ’s clients. The team also handles corporate distributions and dividends, reconciles client positions, and resolves fund issues. You will have opportunities to work across different teams, helping you develop the skills and knowledge needed for career progression.

Role Description

Your role involves administering pension business within Customer Services, ensuring high service standards and quality. You will support colleagues with technical, compliance, or complex queries, providing coaching and training as needed. Additionally, you will assist your team manager and senior colleagues to ensure smooth team operations.

Team Responsibilities

Provide Pension Administration services to FNZ clients, including dealing with FST servicing and SIPP Cash Management activities.

Specific Role Responsibilities

• Ensure a thorough understanding of the products administered to deliver optimal service to customers.
• Motivate colleagues and promote teamwork for effective and courteous customer communication, managing expectations, fulfilling promises, and promptly addressing dissatisfaction.
• Complete daily tasks efficiently, meet productivity levels, and allocate work within the team to ensure service standards are maintained.
• Achieve quality auditing standards, maintain process accreditation, and provide feedback and coaching to prevent errors.
• Process and authorize financial transactions within control guidelines to minimize risks, and handle any customer dissatisfaction or breaches responsibly, using these as opportunities for improvement.
• Continuously review and improve processes, identify cost-saving opportunities, and support investment in areas benefiting customers and the company.
• Provide training on key processes to team members, support colleagues with technical queries, and ensure compliance with procedures.
• Take ownership of personal development to enhance skills and experience.
• Participate in client meetings, workshops, and audits as required.
• Adhere to FNZ's Training and Development standards, including Continuing Professional Development (CPD).

What we are looking for

• Significant experience in pension and investment operations.
• Good knowledge of UK markets, with some understanding of European and global markets.
• Industry-recognized qualifications such as IOC, Investment Certificate, or CFA are desirable.

What will you need to succeed at FNZ?

• An adaptable, 'can-do' attitude; willingness to learn quickly in a fast-paced environment.
• Self-motivation and initiative.
• Strong problem-solving and quantitative reasoning skills.
• Ability to work well in a team and build collaborative stakeholder relationships.
• High attention to detail.

About FNZ

FNZ is committed to making wealth accessible to all, enabling everyone to invest in their future on their terms. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations within a regulated financial environment.

Partnering with over 650 financial institutions and 12,000 wealth managers, we manage US$1.5 trillion in assets under administration, helping over 20 million people across all wealth segments to invest in their future.