• Self-Invested Administration Officer

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

    Provide Pension Administration services to FNZ Clients, which can include Investment Trading transactions, General Servicing transactions, New Business transactions, Money In/Money transactions out transactions and other Support activities.  To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained.



    • 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.

    Experience Required

    • Pension administration experience.
    • SIPP knowledge would be beneficial but not essential.
    • Strong attention to detail.
    • Excellent customer service skills.
    • Ability to manage your own time and deliver to deliver to deadline.
    • Ability to innovate and suggest improvements.

    About FNZ

    FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


    We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


    We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


    Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich. 


    FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


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