At a Glance
- Tasks: Support key investment processes and help clients manage their financial futures.
- Company: Join FNZ, a global fintech company transforming wealth management.
- Benefits: Competitive salary, full training, hybrid working, and career progression.
- Other info: Friendly team environment with excellent growth opportunities.
- Why this job: Launch your career in financial services with a supportive and ambitious team.
- Qualifications: Strong attention to detail, good communication skills, and a willingness to learn.
The predicted salary is between 31500 - 38500 £ per year.
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.
- 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.
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.
- Strong attention to details 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.
- 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.
Service Executive employer: FNZ
FNZ is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the chance to engage in meaningful financial projects within a fast-paced FinTech environment. With a strong emphasis on professional development and leadership opportunities, particularly in the vibrant cities of Edinburgh and London, FNZ provides a unique platform for growth and collaboration with senior stakeholders and industry experts.
StudySmarter Expert Advice🤫
We think this is how you could land Service Executive
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FNZ. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Service Executive
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FNZ.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FNZ's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FNZ
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FNZ.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FNZ will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FNZ employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
