FNZ is currently recruiting for our 2025 graduate intake.

Specific Role Responsibilities

• Indexing of instructions
• Capturing of instructions
• Capturing and maintaining client information

Performance Assessment

KPI reporting – performance against KPIs

Indexing and Quality Control:

• To index and ensure that instructions are dealt with appropriately within the turnaround times and cut-offs as per the service level agreement (SLA)
• To ensure all relevant information and or supporting documentation is received and attached to the instruction; to ensure the instruction is promptly finalized and legally compliant and in accordance with the business rules.
• To ensure that all controls and queue monitoring are performed.
• To ensure work received is FICA and FAIS compliant.
• To adhere to knowledge Enabler (KE) provided on the system and to take appropriate action.
• To maintain an acceptable and agreed error rate that will be agreed with your team leader.

Capture:

• To accurately capture client instruction(s) on the system
• Obtaining at least a 100% earned effectiveness monthly.

Verification/ Authorise:

• To check / verify that the static information (client’s personal information) and instructions have been accurately captured according to client instruction(s)

Experience required (Mandatory requirements)

• Completed Degree in (Accounting, IT, Finance or equivalent)
• Must be unemployed and ready to start immediately.

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$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.