Location: Edinburgh
Working Pattern: Hybrid (3-days in the office)
Role Description
The purpose of this role is to provide support for the FNZ UK Treasury team. Focused on cash and liquidity management, forecasting and planning, treasury operations, risk and control oversight, and treasury reporting, while partnering with finance and business stakeholders to optimise cash flow, strengthen liquidity resilience, and support strategic treasury initiatives for the UK.
This role requires you to develop an understanding of key commercial drivers, engage proactively with Senior Management and challenge internal stakeholders to achieve target cash flows.
This is a pivotal role that will not only help to build resilience in our available liquidity but also play a key part in the growth and success of FNZ’s global business.
This role will report directly to the UK Treasury Manager and requires attention to detail and a strong personality with great communication skills to ensure a high standards and consistent reporting is maintained.
Specific Role Responsibilities
Cash & Liquidity Management
- Support daily cash management activities.
- Monitor cash balances and liquidity positions across regions and legal entities, escalating issues promptly.
- Coordinate short-term funding requirements and cash deployment activities under agreed authorities.
- Help maintain sufficient liquidity to support business operations.
- Contribute to working capital optimisation initiatives.
Cash Forecasting & Planning
- Support the production and ongoing enhancement of short- and medium-term cash forecasts, supporting longer-term planning as required.
- Gather, review and challenge forecast inputs from regional finance teams and business stakeholders.
- Analyse forecast variances and escalate emerging liquidity risks.
- Prepare clear cash flow insights and recommendations for Treasury management.
Treasury Operations
- Support daily treasury operations, ensuring activities are executed accurately and on time.
- Maintain banking arrangements, account administration and signatory records.
- Support payment oversight and treasury-related operational processes.
- Complete treasury activities in line with internal policies, delegated authorities and agreed procedures.
Risk Management & Controls
- Operate and evidence key treasury controls.
- Monitor compliance with treasury policies and governance requirements, escalating exceptions.
- Support liquidity, counterparty and operational risk monitoring.
- Maintain treasury procedures and control documentation.
- Assist Internal Audit and Financial Control teams with evidence requests, remediation actions and control enhancements.
Reporting & Management Information
- Prepare regular treasury reporting for Treasury management and Finance stakeholders.
- Deliver accurate reporting on liquidity, cash positions, forecast accuracy and key treasury metrics.
- Support preparation of Board, Audit Committee and Treasury Committee materials.
- Provide clear analysis and commentary on treasury performance, variances and emerging risks.
Process Improvement
- Identify practical opportunities to improve and automate treasury processes.
- Support standardisation and adoption of good practice across treasury activities.
- Assist with implementation and testing of treasury systems, forecasting tools and reporting enhancements.
- Deliver agreed improvements that strengthen efficiency, consistency and control.
Experience required
Preferred but not essential
- Experience in either treasury or operational cash management, FP&A, or forecasting/budgeting role.
- Experience working with finance software (e.g. Nav/D365) and/or data analytic software (e.g. Power BI).
- Finance or Treasury qualification (e.g. CA/ACCA/CIMA/CFA or equivalent).
Requirement:
- Experience managing senior-level stakeholders and building relationships across diverse teams and geographies.
- Confident individual able to manage their own workload effectively to meet deadlines.
- A strategic mindset with a passion for problem-solving and continuous improvement.
- Excellent written and verbal communication skills, with the ability to present and liaise at the appropriate level.
- A history of managing projects across national and international locations, delivering results in a commercial environment.
- Enjoy working in a fast-paced environment and as part of a high-performance team.
To apply, please submit your application by Friday 30 October 2026.
Applications will be reviewed on an ongoing basis; however, we encourage interested candidates to apply before the closing date.
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 the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Skills Required
- Experience managing senior-level stakeholders and building relationships across diverse teams and geographies
- Ability to manage workload independently and meet deadlines
- Strategic mindset with problem-solving and continuous improvement orientation
- Excellent written and verbal communication skills
- Experience managing projects across national and international locations in a commercial environment
- Ability to work in a fast-paced, high-performance team environment
- Experience in treasury, operational cash management, FP&A, or forecasting and budgeting
- Experience with finance software such as Microsoft Dynamics NAV or D365 and/or data analytics software such as Power BI
- Finance or Treasury qualification such as CA, ACCA, CIMA, CFA, or equivalent
FNZ Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about FNZ Group and has not been reviewed or approved by FNZ Group.
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Parental & Family Support — FNZ is described as offering 26 weeks of fully paid parental leave for both primary and secondary caregivers, alongside expanded bereavement and emergency care leave. These policies can materially increase the perceived value of the overall rewards package beyond base salary.
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Fair & Transparent Compensation — Base pay is frequently characterized as “good salary” or “nice compensation” in several markets. Paid overtime in delivery roles is also described as a meaningful boost to total earnings.
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Flexible Benefits — A flexible benefits menu is described, including options such as EV leasing, retailer discounts, and cycle-to-work offerings. This supports tailoring benefits to local needs and individual preferences where available.
FNZ Group Insights
What We Do
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
