Self-invested Administration Officer - Basingstoke, United Kingdom - FNZ

FNZ
FNZ
Verified Company
Basingstoke, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

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 as a Self-invested administration officer - SME, you will be office based 2-3 days per week and will be responsible for providing support on the delivery of the required level of service for all transactions relating to the administration of self-invested products for advisers and policyholders on behalf of FNZ clients, making improvements to strengthen the area, and escalating any concerns to the team senior or manager effectively.

We service thousands of customers and must ensure we maintain exceptional external and internal multi-client relationships.


You may have the chance to work within different teams, once competency has been gained this will help you to develop and gain all the skills and knowledge you need to progress in your career.


The Administration officer is also responsible for:

Maintaining online training records, personal mailbox and teams calls as well as supporting the effective management of all work queues and pipeline demands to deliver FNZ client's service level agreements, both at individual team and wider department level.


Specific Role Responsibilities:

  • Fast paced environment, high volumes with a very supportive team.
  • Hybrid role
  • Basingstoke
  • Producing commission statements
  • Working on contract notes
  • Updating customer information
  • Valuation requests
  • Retirement request packs
  • Policy information requests
  • Illustrations
  • Annual valuations on structured products.
Identify opportunities for process and systems improvement which will enhance the customer experience and sponsor/champion change initiatives.

Comply with the Training and development standards and requirements as outlined in FNZ's T&D Framework, including CPD.


Experience required:

Primary requirements:

  • Ability to work in fast paced and everchanging environment.
  • Positive Team player.
  • Must be able to successfully multitask and prioritise workloads.
  • Proficient using Microsoft software (excel, word etc).
  • Excellent communication skills including an ability to communicate with IFAs, customers, and third party investment providers/suppliers and the ability to motivate team administrators to deliver excellent customer service

Secondary requirements:

  • Financial services background
  • Understanding of pensions & investments
  • Worked in operations teams previously

Opportunities:

  • Right from day one, you will work alongside exceptional, multicultural teams experts in their respective fields who will inspire and challenge you to make your greatest impact.
  • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies;
  • Working in a flexible and agile way that meets the needs of the business and personal circumstances;
  • Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;
  • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.
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