UK Bristol Temple Quay
21 days ago
Service Executive

Role Profile

We have an exciting opportunity for candidates to join our team on a 9-month FTC, the successful candidate will receive in-depth training while working for a large, global Finance-Technology company with excellent progression opportunities.

Specific Role Responsibilities

Representing the client in a professional mannerProcessing Pensions TransfersProcessing Pension related actions for example trades, transfers, client or IFA requestsNavigating and successfully using in house systemLiaise with other departments and corporations to ensure successful and accurate processingAdministering work on core processes generated by investors, advisors and internal instructions within agreed service levels

What we are looking for

Good Numerical Skills, with an eye for detail.A flexible attitude with a willingness to go the extra mile.A team player but able to work independently using your initiative.Developing analytical and problem solving skills.Time management awareness and the ability to work to deadlines.Computer literate.Educated to GCSE level with Maths and English grade C or above, or equivalent

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$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

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