Transfers Officer
Transfers Officer
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Job Description
Transfers Officer
9 month FTC
Edinburgh
Hybrid
Competitive excellent benefits career progression
Are you highly organised detail-focused and looking to grow your career in financial services operations Do you enjoy problem-solving working with data and ensuring processes run smoothly
Were looking for a Transfers Officer to join FNZs Investment Operations team in this role youll manage the end-to-end process of assets transferring on and off the FNZ platform ensuring accuracy compliance and outstanding client service.
What youll be doing:
Youll play a key role in making sure assets move efficiently and accurately liaising with fund managers brokers and internal teams to deliver a seamless transfer experience.
Your responsibilities will include:
Managing all transfer processes via electronic and paper methods
Transferring platform holdings in and out of FNZ custody on a daily basis
Issuing stock transfer forms and working with electronic transfer solutions for re-registration
Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
Investigating transfer requests and resolving client queries
Liaising with counterparties to agree trade and settlement instructions
Monitoring fund manager reports daily and taking action where needed
Supporting inbound calls from corporate clients and plan managers
Reporting team MI and supporting continuous process improvement
What were looking for:
Youll be proactive accurate and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential full training will be provided.
Key skills and attributes:
Degree educated (or equivalent experience)
Strong customer service background (retail contact centre or similar)
Proficient in Excel and data analysis
Excellent communication and interpersonal skills
Able to work accurately and meet deadlines
Strong attention to detail and problem-solving ability
Knowledge of financial services and FCA regulations (desirable)
Why join FNZ
At FNZ youll gain unique exposure to investment operations in a fast-paced high-growth FinTech.
We offer:
Competitive salary
Private health and life insurance plus additional benefits
Fully funded training and development opportunities
Paid parental and volunteer leave
Cycle-to-work scheme and wellbeing benefits
Hybrid and flexible working options
Career progression based on impact not tenure
Opportunities for global mobility across FNZ offices worldwide
A collaborative supportive and motivating work environment
Ready to take the next step in your financial services career
Apply now to become a Transfers Officer 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 wealths 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 12000 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
