Asset Transfers Officer - 6-month FTC - Asset Management
The Asset Transfers Analyst is responsible for the accurate and timely processing of client asset transfers in and out of the business. This includes working closely with custodians, platforms, advisers, and internal teams to ensure transfers are completed efficiently while maintaining regulatory compliance and delivering excellent client outcomes.Client DetailsUK based Asset Manager.DescriptionAsset Transfer ProcessingManage end-to-end processing of asset transfers (e.g. ISAs, pensions, GIA accounts)Liaise with external counterparties (custodians, platforms, ceding firms) to facilitate transfersMonitor transfer pipelines and proactively follow up on outstanding casesEnsure timely settlement and accurate reconciliation of transferred assetsClient and Stakeholder CommunicationProvide updates to internal teams (Client Services, Relationship Managers) on transfer statusHandle queries from advisers and clients in a professional and timely mannerControls and ReconciliationPerform daily and periodic reconciliations to ensure data accuracyInvestigate and resolve discrepancies in asset positions or cash movementsMaintain clear audit trails and documentation for all transactionsRegulatory and Risk ComplianceEnsure all transfers comply with FCA regulations and internal policiesAdhere to Anti-Money Laundering (AML) and client due diligence requirementsIdentify and escalate risks, breaches, or delays appropriately ProfilePrevious experience in asset transfers, operations, or investment ..... full job details .....
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