How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Service Executive
Location
Salisbury
Contract Type
6-month Fixed-Term Contract (FTC)
Work Arrangement
Hybrid
Compensation
£Competitive + training + excellent benefits
About the Role
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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 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
- 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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- 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?
Apply today to become a Service Executive at FNZ and take your first step into a future-focused, people-first company.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills