Pension 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 support the day-to-day administration of Self-Invested Personal Pensions by responding to clients and advisers preparing valuations and calculations monitoring bank accounts logging transactions and maintaining accurate records. You will follow compliance procedures manage your workload and participate in training and performance reviews.
Requirements
- Strong attention to detail
- Good written and verbal communication skills
- Highly organised and proactive approach
- Confidence working with numbers and documents
- Willingness to learn and develop in financial services
- Pension administration and SIPP knowledge preferred but not essential
Responsibilities
- Respond to client adviser and internal queries
- Prepare valuations drawdown calculations and quotations
- Monitor pension scheme bank accounts and log transactions
- Maintain accurate scheme records and client files
- Follow compliance rules and company procedures
- Support departmental duties and colleagues
- Participate in training performance reviews and knowledge development
