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- Tasks: Administer pension business and support colleagues with queries while ensuring high service standards.
- Company: FNZ is a leading FinTech firm simplifying investment processes for over 20 million people globally.
- Benefits: Gain valuable experience, career progression opportunities, and work in a dynamic team environment.
- Why this job: Join a fast-paced company making a real impact in wealth management and develop your skills.
- Qualifications: Experience in pension operations and knowledge of UK markets; industry qualifications are a plus.
- Other info: Be part of a team that values adaptability, problem-solving, and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
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 also processes corporate distributions and dividends, reconciles client positions, and resolves fund issues. You will have the opportunity to work within different teams to develop your skills and knowledge for career progression.
Role Responsibilities
- Administer pension business within Customer Services, ensuring high service standards and quality.
- Support colleagues with technical, compliance, or complex queries, providing coaching and training.
- Assist your team manager and senior colleagues to ensure smooth team operations.
- Provide Pension Administration services, including dealing with FST servicing and SIPP Cash Management activities.
- Ensure understanding of administered products to deliver optimal customer service.
- Motivate team members, manage customer expectations, and address dissatisfaction promptly.
- Complete daily tasks efficiently, meeting productivity and quality standards.
- Process transactions within control guidelines, minimizing risks and addressing any customer dissatisfaction or breaches.
- Review and improve processes to enhance customer experience and reduce costs.
- Provide training and support to colleagues on processes, products, and technical queries.
- Participate in meetings, audits, and adhere to training and development standards.
Requirements
- Significant experience in pension and investment operations.
- Good knowledge of UK markets and some understanding of European and global markets.
- Industry qualifications such as IOC, Investment Certificate, or CFA are desirable.
Success Factors
- Adaptability and willingness to learn quickly.
- Self-motivated with problem-solving skills.
- Ability to work collaboratively and build stakeholder relationships.
- Strong attention to detail.
About FNZ
FNZ aims to democratize wealth management through a global platform that simplifies investment processes. We partner with over 650 financial institutions and manage assets worth US$1.5 trillion, helping over 20 million people invest in their future.
SIPP Administrator (New Business) employer: FNZ
Contact Detail:
FNZ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land SIPP Administrator (New Business)
✨Tip Number 1
Familiarise yourself with the specific pension products and services that FNZ offers. Understanding their unique selling points will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of FNZ, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 3
Stay updated on the latest trends in the FinTech sector, particularly regarding pension administration. Being knowledgeable about current events and innovations can set you apart as a candidate who is proactive and engaged.
✨Tip Number 4
Prepare to discuss your problem-solving skills and adaptability in detail. FNZ values these traits highly, so think of specific examples from your past experiences where you've successfully navigated challenges in a team environment.
We think you need these skills to ace SIPP Administrator (New Business)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the responsibilities and requirements of the SIPP Administrator position. Tailor your application to highlight relevant experience in pension and investment operations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your significant experience in pension and investment operations. Mention any industry qualifications you possess, such as IOC or CFA, to strengthen your application.
Showcase Soft Skills: FNZ values adaptability, problem-solving skills, and the ability to work collaboratively. Use specific examples in your application to demonstrate these qualities and how they have contributed to your past successes.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the role.
How to prepare for a job interview at FNZ
✨Know Your Pension Basics
Make sure you brush up on your knowledge of pension administration and investment operations. Understanding the key concepts and terminology will help you answer questions confidently and demonstrate your expertise in the field.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've successfully resolved complex queries or improved processes. This will highlight your adaptability and self-motivation, which are crucial for the role.
✨Emphasise Team Collaboration
FNZ values teamwork, so be ready to discuss how you've worked collaboratively in previous roles. Share specific instances where you supported colleagues or contributed to team success, as this will show your ability to build stakeholder relationships.
✨Demonstrate Attention to Detail
Since the role involves processing financial transactions, it's essential to convey your strong attention to detail. Prepare to discuss how you ensure accuracy in your work and how you handle any discrepancies that may arise.
