Full-Time
Service Executive
FNZ
5,001-10,000 employees
Digital wealth management platform for institutions
No salary listed
Bolton, UK
In Person
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- Good Numerical Skills, with an eye for detail.
- A flexible attitude with a willingness to go the extra mile.
- A team player but able to work independently using your initiative.
- Developing analytical and problem solving skills.
- Time management awareness and the ability to work to deadlines.
- Computer literate.
- Educated to GCSE level with Maths and English grade C or above, or equivalent.
- Representing the client in a professional manner
- Processing Pensions Transfers
- Processing Pension related actions for example trades, transfers, client or IFA requests
- Navigating and successfully using in house system
- Liaise with other departments and corporations to ensure successful and accurate processing
- Administering work on core processes generated by investors, advisors and internal instructions within agreed service levels.
FNZ operates as a global wealth management platform that assists financial institutions in enhancing their services. The platform offers a fully digital wealth management solution that is available to online banking customers. FNZ collaborates with various entities such as wealth managers, asset managers, retail banks, life insurers, and private banks to improve the financial outcomes for both advisers and their clients. The platform integrates multiple financial services, allowing institutions to provide tailored and efficient wealth management options. FNZ distinguishes itself from competitors by focusing on digital transformation and innovation, which helps clients meet their financial objectives. The company's goal is to accelerate growth for its partners and improve the overall wealth management experience.
Company Size
5,001-10,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
$4.1B
Headquarters
London, United Kingdom
Founded
2003
Simplify's Take
What believers are saying
- FNZ raised $500 million to support long-term growth and innovation.
- Raymond James' investment enhances FNZ's digital transformation in Canada.
- FNZ's D2C platform in Singapore simplifies unit trust investing for retail clients.
What critics are saying
- Leadership changes may impact FNZ's strategic direction and operational consistency.
- Shareholder disputes over dilution could pose financial and reputational risks.
- Increased competition and regulatory challenges in Asia may affect FNZ's growth.
What makes FNZ unique
- FNZ offers a fully digital wealth management platform for financial institutions.
- The platform integrates various financial services for personalized wealth management solutions.
- FNZ partners with major institutions like Aviva and Abrdn for accelerated growth.
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Benefits
Health Insurance
Life Insurance
Hybrid Work Options
Paid Vacation
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↓ -1%2 year growth
↓ -2%Amy Cooper has stepped down as chief risk officer at FNZ after years in the role, Money Marketing can exclusively reveal.
Raymond James, Canada's largest independent financial services firm, has made a significant investment in FNZ, a global wealth management platform provider, to accelerate its digital transformation in Canada. The partnership aims to build a modern digital infrastructure for wealth management using FNZ's advanced capabilities. FNZ supports over 650 financial institutions and manages more than $1.7 trillion in assets globally. The collaboration will enhance advisor and client experiences across the country.
The Caisse de dépôt et placement du Québec, which manages $473bn for pension and insurance funds, first invested in FNZ in 2018 and remains the largest shareholder.
UOB Kay Hian and FNZ have joined forces to launch a direct-to-consumer (D2C) platform, making Unit Trust investing simpler and more accessible for retail and private clients in Singapore.
FNZ, a global wealth management platform, has raised $500 million in new equity funding from existing shareholders. This capital will support FNZ's long-term growth, enhance financial strength, and drive strategic focus. The funding aims to accelerate FNZ's mission to transform and improve wealth management through technology, with a focus on innovation and investment in customer delivery, people, and operations.