Self-Invested Administration Officer

FNZ Group; Basingstoke; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global financial services provider located in Basingstoke is seeking a Self-Invested Administration Officer to manage customer and adviser requests on Self-Invested products. The ideal candidate will demonstrate excellent customer service skills, strong attention to detail, and the ability to suggest process improvements. This role offers a competitive salary along with training and career development opportunities in a friendly team environment with hybrid working options.

Benefits

Full training and clear development pathway

Friendly, inclusive team culture

Opportunity for career development

Competitive salary and benefits package

Global opportunities across the UK, Europe and beyond

Qualifications

• Experience in providing customer service in a financial environment.
• Ability to complete tasks accurately and meet deadlines.
• Willingness to undergo training and pass assessments.

Responsibilities

• Administer requests from customers and advisers on Self-Invested products.
• Ensure adherence to financial regulations and quality standards.
• Suggest process improvements for enhanced customer experience.

Skills

Excellent customer service skills

Strong attention to detail

Time management

Innovative thinking

Job description

**Hybrid****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. In addition, supporting 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 a global fintech company reshaping the future of financial services. We partner with some of the world’s leading financial institutions to help millions of people achieve their financial goals.* Full training and clear development pathway* Friendly, inclusive team culture* Hybrid working options* Opportunity for career development* Competitive salary and benefits package* Global opportunities across the UK, Europe and beyondApply today to become a **Self-Invested Administration Officer** and join a company where your growth really matters.#LI-KL1*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 the world’s leading financial institutions, with over US$2.2 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** **Basingstoke****Permanent** **£Competitive + training + excellent benefits**