Financial Operations Team Lead

4 days ago


Johannesburg, Gauteng, South Africa FNZ (UK) Ltd Full time

About FNZ (UK) Ltd

We are a leading provider of wealth management platforms that help financial institutions and wealth managers deliver exceptional client experiences. Our platform integrates modern technology with business and investment operations, enabling our partners to focus on what matters most - delivering value to their clients.

As a Financial Operations Team Lead, you will play a critical role in ensuring the smooth operation of our PSM team, overseeing daily and monthly tasks within required quality and SLA/KPI standards. You will manage the team's performance development appraisal process, develop and implement training programs for new recruits, and cultivate positive and strong team dynamics.

Key responsibilities include:

  • Management of daily and monthly PSM tasks within required quality and SLA/KPI standards
  • Performance development appraisal process for all team staff
  • Training program development and implementation for new recruits
  • Cultivating positive and strong team dynamics

Required skills and qualifications include:

  • BCom Accounting or similar
  • Investment Association of Collective Investment Schemes (CIS) an advantage
  • Computer literate (MS Office) with strong Excel skills
  • 2-3 years' experience in a Unit Trust or LISP environment
  • 2-3 years' experience in a relevant Finance/Special Admin department
  • Strong understanding of key processes within a LISP environment
  • Prior team leader experience an advantage

If you have a passion for leadership and are looking for a challenging role where you can make a real impact, we encourage you to apply.



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