Transfers Officer

Hampshire - UK

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Transfers Officer - Remediation

9 month FTC

Basingstoke

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 remediation 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 resolving asset transfer issues within the team liaising with fund managers brokers and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

Review transfer processes via electronic and paper methods

Investigate the process where the transfer process has failed

Transferring platform holdings in and out of FNZ custody on a daily basis

Investigating transfer requests and resolving client queries

Liaising with counterparties to agree trade and settlement instructions

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:

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

Transfers Officer - Remediation 9 month FTCBasingstokeHybrid Competitive excellent benefits career progressionAre 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 smoothlyW...