Responsible for confirming both mutual fund and equity orders as well as resolving any issues raised by clients or other external parties across the FNZ platforms; and adhering to the key regulatory and process requirements of FNZ.
The Officer will report directly into the Team Manager, with support provided from Senior Officers within the team.
Rollbacks: the team is required to complete corrections to client accounts which occur outwith normal BAU hours. The team is required to stay (on a rota basis) until completion and claim overtime for any additional hours worked.
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 £90 billion of platform assets in aggregate. FNZ now employs over 1000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Wellington, Sydney, Hong Kong, Singapore.