At a Glance
- Tasks: Administer customer requests on Self-Invested products with a focus on quality service.
- Company: Join FNZ, a global leader in wealth management technology.
- Benefits: Competitive salary, training opportunities, and excellent benefits package.
- Other info: Dynamic work environment with opportunities for personal development and career growth.
- Why this job: Kickstart your career in finance and make a real impact in a supportive team.
- Qualifications: Strong customer service skills and attention to detail are essential.
The predicted salary is between 29700 - 36300 £ 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’re 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.
Reports to: Self-Invested Administration Team Manager
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.
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 the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Self-Invested Administration Officer in Basingstoke employer: Motive Partners
Motive Partners is an exceptional employer, offering a dynamic work culture that prioritises sustainability and innovation. Based in London, employees benefit from competitive salaries, commission structures, equity opportunities, and flexible hybrid working arrangements, all while having clear pathways for career advancement into roles such as Account Executive. Join us to be part of a forward-thinking team that values growth and meaningful contributions to the private markets sector.
StudySmarter Expert Advice🤫
We think this is how you could land Self-Invested Administration Officer in Basingstoke
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Motive Partners.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
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Keep your eyes peeled on job boards specifically for finance roles. Companies like Motive Partners might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Self-Invested Administration Officer in Basingstoke
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Motive Partners will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Motive Partners. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Motive Partners confidence in your short-term commitment to the role.
How to prepare for a job interview at Motive Partners
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Motive Partners.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Motive Partners that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
