Job Loan Officer in Edinburgh, Scotland

Job Loan Officer in Edinburgh, Scotland>

Role Description
To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained.
Specific Role Responsibilities
  • Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered.
  • Consistent achievement of agreed quality auditing standards and maintain process accreditation.
  • Ownership of personal development to enhance skills and experience.
  • All mandatory training courses taken and required pass mark achieved.
  • Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.
  • All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted.
  • Provide SIPP Administration Team cover as required to ensure FNZ client service agreements are delivered.
Performance Assessment
  • MI to demonstrate achievement of daily work item clearance and achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager.
  • MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation.
  • Mandatory training completed and passed by required date.
  • Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.
Experience required
  • Graduate or relevant Financial Services experience.
  • Strong attention to detail.
  • Excellent customer service skills.
  • Ability to manage your own time and deliver to deliver to deadline.
  • Ability to innovate and suggest improvements.
About FNZ
FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels.
FNZ has a strong blue-chip customer base including Standard Life, Barclays, HSBC, Aviva, Vanguard, M&G, AMP, National Australia Bank, Bank of New Zealand, Friends Life, UBS and Zurich Financial. It has helped these customers grow to more than £200 billion of platform assets in aggregate. FNZ now employs over 1,400 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Wellington Sydney, Singapore, Shanghai and Hong Kong.
  • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;
  • Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority;
  • We provide significant financial rewards for high performing individuals; and
  • We provide global career opportunities for our best employees at any of our offices.
Additional Information
At FNZ, we recognise that diversity, inclusion, and accessibility are important factors for our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner where all employees are valued and respected. In particular, we want to ensure accessibility needs are well supported thus, ensuring our recruitment process is fair and equitable for all applicants.

Apply Here

About FNZ

CEO: Adrian Durham
Revenue: Unknown / Non-Applicable
Size: 1001 to 5000 Employees
Type: Company - Private
Year Founded: 2003