• Investment Operations Officer - Cash Payments

    Job Locations UK-Edinburgh
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    We are currently looking for a number of talented individuals to join our Edinburgh Investment Operations Team within Cash Payments.

    You may come from an investment background with previous experience in a similar role; however, these are also excellent opportunities if you are looking for your first step in to investment management and operations.

    Key Attributes:

    • Accuracy; to ensure that completion of daily tasks are true and accurate.
    • Efficiency; to ensure that completion of daily tasks are executed in a timely manner and deadlines are met.
    • Effective communication; to ensure that information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution.
    • Record keeping; to maintain records as required to ensure the investment process is transparent to regulators and external auditors regarding Breach and reconciliation recording.
    • Procedures; contribute to and maintain relevant and robust documented procedures.
    • Information Systems; to make effective use of the Company’s information systems that are relevant to the role.
    • Planning; to prioritise the work to ensure all activities are completed on time and within agreed deadlines.
    • CPD; to develop professional and technical knowledge and skills via training & development in order to meet Continuing Professional Development requirements.
    • Other tasks; to undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the company.


    Experience Required

    • Degree qualified or equivalent experience.
    • Experience of delivering an excellent level of service to customers - e.g. in a retail or contact centre environment.
    • Experience in using Excel for data analysis.
    • The ability to work accurately and to deadlines.
    • Excellent interpersonal and communication skills.
    • Knowledge of banking and Financial Services (desirable).
    • Able to demonstrate understanding of FCA regulations (desirable).

    About FNZ

    FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels.


    FNZ has a strong blue-chip customer base including Standard Life, Axa Wealth, JP Morgan, HSBC, AMP, National Australia Bank, Bank of New Zealand, Friends Life, UBS, Zurich Financial and Close Brothers Asset Management. It has helped these customers grow to over £65 billion of platform assets in aggregate. FNZ now employs over 900 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Wellington, Singapore and Sydney.



    • 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;
    • Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority;
    • We provide significant financial rewards for high performing individuals; and
    • We provide global career opportunities for our best employees at any of our offices in the UK, Czech Republic, Australia or New Zealand.


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