SIPP Administrator (New Business)

FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of retail technology and financial services at one of the fastest 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 the opportunity to work across different teams to develop your skills and knowledge for career progression.

Your responsibilities include administering pension business within Customer Services, ensuring high service standards, supporting colleagues with technical, compliance, or complex queries, and providing coaching and training. You will support your team manager and senior colleagues to ensure smooth operations.

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

• Ensure a comprehensive understanding of the products administered to deliver optimal customer service.
• Motivate colleagues, encourage teamwork, and ensure courteous handling of customer communications.
• Manage customer expectations and promptly address dissatisfaction.
• Complete daily tasks efficiently, meet productivity targets, and allocate work within the team to ensure timely completion.
• Maintain quality standards through regular audits, provide feedback, and coach team members to prevent errors.
• Process and authorize transactions within control guidelines, minimizing risks and addressing any customer dissatisfaction or breaches as opportunities for improvement.
• Continuously review and improve processes, identify cost-saving opportunities, and support investments that benefit customers and the company.
• Provide training and support to colleagues on processes, products, and technical queries, ensuring compliance and effective communication of updates.
• 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 CPD requirements.

• 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.

• An adaptable, 'can-do' attitude and willingness to learn quickly.
• A self-starter mindset.
• Strong problem-solving and quantitative reasoning skills.
• Ability to work well in a team and build stakeholder relationships.
• High attention to detail.

FNZ is committed to making wealth management accessible to all, helping over 20 million people invest in their future through a global, end-to-end wealth management platform that combines modern technology with financial operations. We partner with over 650 financial institutions and manage US$1.5 trillion in assets under administration.