FNZ
Self-Invested Administration Officer
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Basingstoke
Hybrid
6-month FTC
Competitive training
Excellent benefits
Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? We’re hiring a Self-Invested Administration Officer to join our growing operations team in Basingstoke.
Role Description
To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained.
Reports To
Self-Invested Administration Team Manager
Team Responsibilities
- Provide Pension Administration services to FNZ Clients, which can include General Servicing & Money Out transactions.
- In addition supporting advisers and bereaved family members throughout the bereavement process together with other Support activities.
Specific Role Responsibilities
- Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered.
- Consistent achievement of agreed quality auditing standards and maintain process accreditation.
- Ownership of personal development to enhance skills and experience.
- All mandatory training courses taken and required pass mark achieved.
- Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.
- All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted.
- Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.
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Performance Assessment
- MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager.
- MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.
- Mandatory training completed and passed by required date.
- Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.
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Experience Required
- Excellent customer service skills.
- Strong attention to detail.
- Ability to manage your own time and deliver to deadline.
- Ability to innovate and suggest improvements.
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.
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