At a Glance
- Tasks: Administer customer requests on Self-Invested products and ensure top-notch service.
- Company: Join FNZ, a global fintech leader transforming financial services.
- Benefits: Enjoy competitive salary, training, hybrid work, and career growth opportunities.
- Other info: Be part of a friendly, inclusive team with global opportunities.
- Why this job: Kickstart your career in finance with real impact and development potential.
- Qualifications: Strong customer service skills and attention to detail required.
The predicted salary is between 30000 - 40000 £ per year.
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 are 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.
Team Responsibilities:
- Provide Pension Administration services to FNZ Clients, which can include General Servicing & Money Out transactions.
- Support 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.
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.
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.
Why join FNZ? FNZ is a global fintech company reshaping the future of financial services. We partner with some of the world’s leading financial institutions to help millions of people achieve their financial goals.
- Full training and clear development pathway
- Friendly, inclusive team culture
- Hybrid working options
- Opportunity for career development
- Competitive salary and benefits package
- Global opportunities across the UK, Europe and beyond
Ready to start your journey with FNZ? Apply today to become a Self-Invested Administration Officer and join a company where your growth really matters.
Self-Invested Administration Officer in Basingstoke employer: FNZ Group
FNZ is an exceptional employer that fosters a culture of innovation and collaboration, making it an ideal place for professionals looking to make a significant impact in the technology sector. With a strong focus on employee growth, FNZ offers numerous opportunities for career advancement and skill development, all while working in a dynamic environment that values resilience and high performance. Located in the vibrant UK & Europe region, employees benefit from a supportive work atmosphere that encourages creativity and excellence.
