Full-Time

Office Manager

Posted on 9/7/2026

FNZ

FNZ

5,001-10,000 employees

Global wealth management platform for institutions

No salary listed

Edinburgh, UK

In Person

Five days on-site per week required.

Category
Administrative & Executive Assistance (1)
Required Skills
First Aid
Word/Pages/Docs
Excel/Numbers/Sheets
Microsoft Outlook

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Requirements
  • At least 3 years of working experience in a similar role.
  • Working knowledge of Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.
  • Ability to handle unexpected queries and circumstances with logical, reactive problem solving.
  • Ability to manage multiple tasks flexibly and adapt to changing priorities.
  • Relationship-building skills for working with staff, customers, and service providers.
  • Confidence and initiative in a client- and delivery-focused environment.
  • Ability to work independently in a self-directed, delivery-focused manner.
  • Ability to communicate with internal and external clients and coordinate across global teams and time zones.
  • Understanding of confidentiality issues and the appropriate use of discretion.
  • Excellent knowledge of the English language.
Responsibilities
  • Manage the Edinburgh offices at Tanfield and West Register Street.
  • Greet guests and welcome visitors for meetings.
  • Provide reception cover.
  • Manage and order office consumables, stationery, kitchen supplies, and health and safety facilities.
  • Conduct health and safety and compliance checks.
  • Record monthly expenses for all locations, keep expenses aligned with allocated amounts, and identify potential office-cost savings.
  • Prepare expense reports.
  • Maintain general office areas and meeting rooms in a tidy, respectable, and secure condition.
  • Ensure meetings run smoothly by arranging catering, coffee, water, and other required supplies.
  • Support couriers with deliveries.
  • Help ensure health and safety processes remain up to standard.
  • Provide holiday cover within the administrative team.
  • Ensure office equipment and appliances are in good working order.
  • Manage events for the Edinburgh offices, including supporting Culture Clubs.
  • Coordinate office communications and updates.
  • Undertake other projects and tasks reasonably required to support smooth company operations.
  • Work closely with the Divisional Head to ensure effective office operations.
  • Coordinate across multiple time zones and locations to support seamless scheduling and communication with global teams.
  • Own the monthly health and safety checks, maintain accurate checklists, and respond promptly to emergencies.
  • Apply global policies and initiatives consistently in the local office.
Desired Qualifications
  • Training as a First Aider or Fire Warden.
  • Experience in the service industry.

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company Size

5,001-10,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$3B

Headquarters

London, United Kingdom

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • September 1, 2026, FNZ raised $450 million for technology, people, and products.
  • FNZ sold Germany's bank and Swiss technology unit, focusing capital on core wealth software.
  • David Moss joined as group CPO, accelerating modular AI-enabled growth in North America.

What critics are saying

  • A $4.6 billion New Zealand class action targets FNZ and 17 directors.
  • FNZ Bank sale closes in 2027, leaving regulatory and integration execution risk.
  • Repeated disposals and shareholder fights threaten retention, morale, and FNZ's employee-owner culture.

What makes FNZ unique

  • FNZ serves 30 million end customers and manages $2.5 trillion on-platform.
  • September 2026 investors backed FNZ again: La Caisse, CPP, Generation, and Motive.
  • FNZ Select gives large institutions premium service levels and deeper platform support.

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Benefits

Health Insurance

Life Insurance

Hybrid Work Options

Paid Vacation

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Financial IT
Sep 3rd, 2026
FNZ raises US$450 million from existing institutional shareholders.

FNZ raises US$450 million from existing institutional shareholders. * Fundraising News * 03.09.2026 01:04 pm FNZ, the global wealth-management platform, has secured US$450 million in new equity funding from its existing long-term institutional shareholders. This investment provides the financial strength to support the continued delivery of FNZ's transformation programme as it executes on its long-term business plan to drive profitability. The investment comes from some of the world's most sophisticated investors, including La Caisse, Canada Pension Plan Investment Board (CPP Investments), Generation Investment Management and Motive Partners in support of FNZ's continued transformation and long-term business plan. This new capital will be used to invest in its technology platform, people, products and capture the significant market opportunity ahead. In the past year, the Group has continued to strengthen its franchise and sharpen its focus on its core wealth management technology business serving large financial institutions. FNZ has won and extended a number of key client partnerships across its core geographies and introduced FNZ Select, a premium proposition providing clients with enhanced service levels, advanced capabilities and additional platform support. The Group also agreed a number of significant disposals, including the sale of FNZ Bank in Germany, its Luxembourg-based fund platform, IFSAM, and its core banking software platform in Switzerland. These transactions are helping FNZ direct resources toward its strategic priorities and strengthen execution. Blythe Masters, Group Chief Executive Officer of FNZ, said: Financial IT continue to make strategic progress, creating a more focused business, driving greater operational discipline and delivering more consistently for its clients. This capital provides the financial strength to continue executing its plan as Financial IT harness technology to transform wealth management in partnership with its clients.

FNZ
Sep 1st, 2026
FNZ raises $450M from institutional investors to fund transformation programme

FNZ, a global wealth-management platform, has raised $450 million from existing institutional shareholders including La Caisse, Canada Pension Plan Investment Board, Generation Investment Management, and Motive Partners. The funding will support the company's transformation programme and drive profitable growth. The investment will be used to enhance FNZ's technology platform, people, products, and market expansion. The company currently manages $2.5 trillion in assets on platform for over 30 million end customers. FNZ has recently strengthened its focus on core wealth management technology by selling non-core assets, including FNZ Bank in Germany, its Luxembourg-based fund platform IFSAM, and its Swiss core banking software platform. The company has also launched FNZ Select, a premium proposition offering enhanced service levels and advanced capabilities to clients.

Asset Servicing Times
Aug 28th, 2026
FNZ appoints Heukshorst as head of Client Management and Business Development.

FNZ appoints Heukshorst as head of Client Management and Business Development. 28 August 2026 UK Reporter: Zarah Choudhary FNZ, an end-to-end global wealth management platform, has appointed Maarten Heukshorst as head of Client Management and Business Development, UK. Heukshorst brings more than 25 years of senior commercial and executive leadership experience across financial services. He has held senior roles including chief commercial officer at Centralis Group, CEO at Custodiex, and chief commercial officer for BNY Mellon Pershing EMEA, with experience in commercial strategy, client relationships, and business growth. In his role, Heukshorst will work closely with clients and colleagues across the UK business to deliver the highest standards of client service and help support the next phase of growth and development. Heukshorst will report to Andy Brodie, group head of FNZ UK. Commenting on the appointment, Brodie says: "We are delighted to welcome Maarten to FNZ, who brings a strong track record in client leadership and commercial strategy. He will be a valuable member of our UK leadership team as we remain focused on delivering consistently for clients, supporting their growth, and building on the momentum across the business." Heukshorst adds: "FNZ has a leading position in the market and a very strong client base, supporting more than £1 trillion of assets on platform in the UK. My priority will be to work closely with our clients and colleagues to support delivery, strengthen our partnerships, and drive successful outcomes." Next people moves article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times

Yahoo Finance
Aug 10th, 2026
FNZ appoints Stephen Welch as group chair to drive strategy and growth

FNZ has appointed Stephen Welch as group chair. Welch will work with the board and senior management on strategy, transformation and long-term growth plans at the wealth management technology firm. Gregor Stewart, who has served as group chair since 2024, will remain on the board as chair of the risk committee and become senior independent director. FNZ Group CEO Blythe Masters said Welch brings significant experience working with boards and leadership teams of regulated, global financial services businesses. His track record in driving transformation and operational excellence will be valuable as FNZ executes its strategy. Separately this month, Advent and an investor group including HarbourVest Partners agreed to buy FNZ Bank from FNZ.

FNZ
Aug 4th, 2026
FNZ agrees sale of FNZ Bank to Advent.

FNZ agrees sale of FNZ Bank to Advent. FNZ, the leading global wealth management platform, today announced that it has entered into an agreement to sell FNZ Bank to Advent, and a consortium including HarbourVest Partners ("HarbourVest"). Completion of the transaction is expected to occur in the second half of 2027, subject to customary regulatory and other approvals. The divestment is consistent with FNZ's strategy of focusing on its core wealth management technology business and serving large financial institutions at scale. The transaction supports FNZ's long-term growth ambitions by reinforcing its positioning as a technology platform provider for wealth businesses globally, including in Germany where FNZ Bank remains a key client. Following completion of the transaction, FNZ and FNZ Bank intend to continue their long-standing partnership, leveraging FNZ's technology capabilities to support the bank's continued growth and client offering. FNZ will continue to partner with wealth management institutions across continental Europe, including Germany, Switzerland and the Nordics, as they modernise their technology platforms. Blythe Masters, Group CEO of FNZ, said: Barclays Bank PLC, acting through its Investment Bank, acted as Sole Financial Advisor to FNZ. FNZ was advised by A&O Shearman as its Legal Advisor.