Benefits Payroll Administrator
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will administer client income payments and process SIPP-related transactions accurately and within agreed timescales. You will verify payment requests, match client money, process banking transactions, maintain client account details, manage queries, identify risks, and ensure work follows procedures and regulatory controls.
Requirements
- Experience in payroll, banking, financial services, or pensions
- Microsoft Excel knowledge including formulas, data manipulation, analysis, checks, and reconciliations
- Ability to manage multiple tasks and prioritise workload
- Ability to work to deadlines and agreed service levels
- Written and verbal communication skills
- Interpersonal and stakeholder-management skills
- Ability to identify issues, risks, and improvement opportunities
Responsibilities
- Vet requests for new and amended income payments
- Identify and match client money promptly
- Process payments through banking systems
- Input client bank account details and money movements into internal systems
- Review reports for potential upcoming payment issues
- Close client SIPPs according to procedures
- Create and process MPAA letters
- Process income fees
- Cancel standing orders and disinvestments when required
- Manage the team mailbox and respond to queries promptly
- Maintain relationships with internal departments and stakeholders
- Meet service levels and deadlines
- Escalate issues, delays, exceptions, and control concerns
- Improve benefits payroll processes
- Complete work in line with procedures, regulatory requirements, and controls