Investment Servicing Officer

FNZ


Date: 11 hours ago
City: Ipswich, England
Contract type: Full time
Investment Servicing Officer
Ipswich 9 month FTC Hybrid
£Competitive + full training + excellent benefits Do you have an eye for detail and a passion for working with numbers? Looking to build a career in financial services? We’re hiring Investment Servicing Officers to join our growing Ipswich operations team. This is a brilliant opportunity to join a global fintech business in a role where your work directly supports investors, clients, and advisers — and where every day brings something new to learn Whether you're early in your career or already working in financial services, you'll benefit from comprehensive training and clear progression paths What you’ll be doing: As an Investment Servicing Officer, you'll play a key role in managing critical back-office processes for our clients. You’ll be responsible for accurately recording, reconciling, and processing financial transactions that help people manage their investments with confidence Your responsibilities will include:
  • Posting financial transactions across client accounts with accuracy
  • Processing transfer requests in and out
  • Performing daily cash reconciliations
  • Investigating and resolving any reconciliation breaks or transaction queries
  • Supporting internal and external audits and compliance reporting
  • Collaborating with colleagues across operations to ensure service levels are met
  • Identifying opportunities to improve efficiency and reduce risk
You’ll be part of a friendly, high-performing team that values collaboration, ownership and quality. You'll also have the chance to rotate across functions like settlements, reconciliations, corporate actions and transfers — helping you build broad financial services expertise What we’re looking for: We’re open to candidates from a range of backgrounds. If you’re numerate, organised and ready to learn, we can teach you the rest We’d love to hear from you if you have:
  • A finance, business or numerate degree (or equivalent experience)
  • Excellent attention to detail and time management skills
  • Confidence working with spreadsheets and data (especially Excel)
  • A methodical and proactive approach to problem-solving
  • Experience in financial operations, reconciliations or client servicing (desirable, not essential)
  • An understanding of FCA regulations or financial compliance (a plus)
Why join FNZ? FNZ is a global fintech company transforming the way people manage wealth. We partner with the world’s leading financial institutions and are growing fast in the UK and internationally Working with us means:
  • A supportive and collaborative team culture
  • A clear path for learning and progression
  • A flexible hybrid working model
  • Global opportunities for growth and mobility
  • Competitive salary, pension and excellent benefits package
Ready to make your mark in investment operations?
Apply now to become an Investment Servicing Officer at FNZ and build a meaningful career at the heart of global financial services #LI-CW1 About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA). Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
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