Service Executive
Company
Location
Temple Cloud, England, United Kingdom
Posted At
5/7/2025
Advertise with us by contacting: [email protected]
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Description
Role Profile
We have an exciting opportunity for candidates to join our team on a 9-month FTC, the successful candidate will receive in-depth training while working for a large, global Finance-Technology company with excellent progression opportunities.
Specific Role Responsibilities
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 over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
We have an exciting opportunity for candidates to join our team on a 9-month FTC, the successful candidate will receive in-depth training while working for a large, global Finance-Technology company with excellent progression opportunities.
Specific Role Responsibilities
- Representing the client in a professional manner
- Processing Pensions Transfers
- Processing Pension related actions for example trades, transfers, client or IFA requests
- Navigating and successfully using in house system
- Liaise with other departments and corporations to ensure successful and accurate processing
- Administering work on core processes generated by investors, advisors and internal instructions within agreed service levels
- Good Numerical Skills, with an eye for detail.
- A flexible attitude with a willingness to go the extra mile.
- A team player but able to work independently using your initiative.
- Developing analytical and problem solving skills.
- Time management awareness and the ability to work to deadlines.
- Computer literate.
- Educated to GCSE level with Maths and English grade C or above, or equivalent
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 over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Advertise with us by contacting: [email protected]
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