Investor Services Team Manager
Bolton or Leicester

Hybrid
£Competitive + excellent benefits + career progression

Are you an experienced people leader with a strong background in investments, pensions, or platform services? Do you thrive in a fast-paced operations environment where accuracy, compliance, and customer outcomes are critical?

We’re looking for an Investor Services Team Manager to lead FNZ’s Investor Services function across Investments and New Business for one of our key clients. You’ll oversee day-to-day service delivery, authorise payments, and drive process improvements while ensuring exceptional outcomes for clients.

What you’ll be doing:

In this leadership role, you’ll manage a multi-site operations team, providing coaching, oversight, and direction to ensure all activities are delivered to the highest standards. You’ll be responsible for risk management, regulatory compliance, and delivering against KPIs — while fostering a culture of collaboration and development.

Your responsibilities will include:

• Leading and developing a high-performing Investor Services team across Bolton and Leicester
• Overseeing daily processing of investments and new business cases, ensuring accuracy and compliance
• Authorising payments and transfers within SLA and regulatory standards
• Monitoring team KPIs, MI, and controls to ensure strong performance and client satisfaction
• Acting as an escalation point for client issues, resolving queries effectively
• Driving process improvements and supporting operational transformation initiatives
• Overseeing risk management, error reporting, and governance within your team
• Supporting audits, client visits, and regulatory engagements as required
• Coaching, mentoring, and developing staff, providing clear career progression pathways

What we’re looking for:

You’ll bring strong operational knowledge of investments and/or pensions (SIPPs highly desirable) alongside proven leadership experience. You’ll be confident in managing people, processes, and risks, with a focus on delivering excellent client outcomes.

Key skills and attributes:

• Experience managing teams in financial services operations (investments, pensions, or platforms)
• Knowledge of SIPP administration and pension scheme processes (desirable)
• Strong understanding of regulatory requirements (CASS, COBS, COLL, SYSC)
• Excellent leadership, coaching, and stakeholder management skills
• Comfortable overseeing high-volume processes and authorising payments
• Strong organisational skills with attention to detail and accuracy
• Change management and process improvement experience

Why join FNZ?

At FNZ, you’ll join a global FinTech that’s redefining wealth management. We offer:

• Competitive salary
• Hybrid working and flexible hours
• Private medical and life insurance
• Fully funded training & development opportunities
• Paid parental and volunteer leave
• Global career progression opportunities
• A collaborative, supportive, and innovative culture

Ready to lead an Investor Services team at a fast-growing global FinTech?
 

Apply now to become an Investor Services Team Manager at FNZ.

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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.