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For Companies At a Glance
- Tasks: Administer pension services and support clients with financial transactions.
- Company: FNZ is a leading FinTech firm revolutionising wealth management globally.
- Benefits: Enjoy a dynamic work environment with opportunities for personal development and training.
- Why this job: Join a fast-paced team, enhance your skills, and make a real impact on customer experiences.
- Qualifications: Experience in pension and investment operations; industry qualifications are a plus.
- Other info: Be part of a company managing over $1.7 trillion in assets, helping millions invest in their future.
The predicted salary is between 36000 - 60000 £ per year.
SIPP Administrator (Benefits Team) page is loaded
SIPP Administrator (Benefits Team)
Apply locations UK Bristol Temple Quay time type Full time posted on Posted Yesterday job requisition id REQ-14157
Role Description
FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.
Working within the FNZ Investment Operations Function you will be responsible for the processing and settlement of all financial transactions made by FNZ’s clients. The team is also tasked with processing corporate distributions and dividends, reconciling client positions and identifying and resolving fund issues. You will have the opportunity to work within different teams helping you to develop and gain all the skills and knowledge you need to progress in your career.
Role Description
To administer pension business within Customer Services, providing a high standard of service to our customers by ensuring strong service levels and quality standards are maintained . Supporting colleagues with technical, compliance or complex queries and providing ongoing coaching and training as appropriate . Supporting your team manager and Senior to ensure the smooth running of the team.
Team Responsibilities
Provide Pension Administration services to FNZ Clients, which includes Dealing with FST servicing and SIPP Cash Management activities.
Specific Role Responsibilities
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Ensure an excellent understanding of the products administered to ensure our customers receive the optimum level of service
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Motivate colleagues and encourage teamwork to ensure effective and courteous handling of all customer communications, manage customers’ expectations and fulfil any promises made and ensure any customer dissatisfaction is highlighted immediately to team management
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Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered and, where required , allocate work to the team ensuring completed within agreed service standards
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Consistent achievement of agreed quality auditing standards and maintain process accreditation, and complete quality auditing as required on behalf of the team, providing constructive feedback and coaching on any errors identified to prevent reoccurrence
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Work and financial transactions processed, and authorised, within control guidelines to minimise risk of customer dissatisfaction/breaches, taking responsibility for any dissatisfaction/breaches caused and using as an opportunity to improve the customer experience and avoid re-occurrence.
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Demonstrate and evidence commitment to improving the customer experience by continually reviewing processes and identifying possible areas for improvement, identifying where costs can potentially be reduced, as this may allow for investment in other areas that can benefit the customer/company
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Using skills and experience provide training for key processes to other team members as requested . Provide support and guidance to colleagues with process, product and technical queries, ensuring compliance with procedures to enhance the performance of the team, ensuring technical and process updates are appropriately communicated, process guides reviewed and updated in a timely manner and contributing to project work as directed
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Ownership of personal development to enhance skills and experience
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Fully participate in Internal/External Client meetings/Workshops and Audits as required
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Comply with theTraining and development standards and requirements as outlined in FNZ\’s T&D Framework, including CPD
What we are looking for
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Significant pension and investment operations experience
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Good knowledge of UK markets, and some knowledge of European and Global markets
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Industry recognised qualifications- IOC, Investment Certificate or CFA is desirable
What will you need to succeed at FNZ?
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A \’can-do\’, adaptable approach. FNZ moves fast – you will need to be willing to learn new things quickly
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You will be a self-starter
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High level problem solving and quantitative reasoning
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Work well in a team and build collaborative relationships with stakeholders
Strong attention to detail
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 over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
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Financial Services Administrator
locations 2 Locations time type Full time posted on Posted 30+ Days Ago
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$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
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SIPP Administrator (Benefits Team) employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Administrator (Benefits Team)
✨Tip Number 1
Familiarise yourself with the specific pension products and services that FNZ offers. Understanding their unique offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of FNZ, especially those in the Benefits Team. They can provide valuable insights into the company culture and expectations, which can be a game-changer during your application process.
✨Tip Number 3
Stay updated on the latest trends and regulations in the UK pension and investment markets. This knowledge will not only prepare you for potential interview questions but also show that you are proactive and engaged in your field.
✨Tip Number 4
Prepare to discuss your problem-solving skills and how you've handled complex queries in previous roles. FNZ values a 'can-do' attitude, so be ready to share examples that highlight your adaptability and teamwork.
We think you need these skills to ace SIPP Administrator (Benefits Team)
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the SIPP Administrator position. Understand the responsibilities and required skills, such as pension administration and customer service standards.
Tailor Your CV: Customise your CV to highlight relevant experience in pension and investment operations. Emphasise any industry-recognised qualifications you possess, like the IOC or CFA, and showcase your problem-solving skills.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific examples of how your previous experience aligns with FNZ's goals and values, particularly in improving customer experience.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application demonstrates attention to detail, which is crucial for the SIPP Administrator role.
How to prepare for a job interview at FNZ (Uk) Ltd
✨Understand the Role
Make sure you have a solid grasp of what a SIPP Administrator does. Familiarise yourself with pension administration, financial transactions, and customer service standards. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've successfully resolved complex issues or improved processes. FNZ values high-level problem-solving abilities, so be ready to discuss how you can contribute to enhancing the customer experience.
✨Emphasise Teamwork
FNZ looks for candidates who can work well in a team and build collaborative relationships. Be prepared to share instances where you've motivated colleagues or contributed to a team project, highlighting your ability to foster a positive working environment.
✨Demonstrate Adaptability
With FNZ's fast-paced environment, showcasing your adaptability is crucial. Share experiences where you've had to learn new skills quickly or adjust to changes in your work. This will illustrate your 'can-do' attitude and readiness to thrive in a dynamic setting.
