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Service Executive

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1 Vacancy
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Job Location drjobs

Bolton - UK

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Role Profile

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

Specific Role Responsibilities

  • Representing the client in a professional manner
  • Processing Pensions Transfers
  • Processing Pension related actions for example trades transfers client or IFA requests
  • Navigating and successfully using in house system
  • Liaise with other departments and corporations to ensure successful and accurate processing
  • Administering 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 wealths growth platform to help. We provide a global endtoend 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 12000 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.

Employment Type

Full-Time

Company Industry

About Company

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