Transfers Officer
Transfers Officer (6 Month FTC) London About the OpportunityWe are partnering with a leading UK wealth and asset management firm to support the hire of a Transfers Officer on a 6-month fixed-term contract.This is an excellent opportunity to join a well-established operations function, working within a collaborative team responsible for managing asset transfers across a broad range of client accounts and investment products.The RoleSitting within the Operations function and reporting to the Transfers Manager, you will play a key role in ensuring the smooth and accurate processing of client asset transfers.You will be responsible for managing transfers end-to-end, working closely with internal stakeholders and external counterparties to deliver a high-quality client experience.Key ResponsibilitiesProcess asset transfers in and out across multiple account types and platformsManage internal transfers linked to client events (e.g. bereavement, trust distributions, tax changes)Monitor transfer progress and resolve or escalate issues as requiredFacilitate depot movements and account transitionsSupport the setup of nominee accounts and handle associated documentationComplete reporting uploads/downloads (e.g. IFDS)Liaise regularly with Fund Managers, counterparties, and internal operations teamsEnsure compliance with FCA regulations and internal risk frameworksAbout YouPrior experience within operations in a wealth manager, investment firm, or asset managerStrong understanding of ..... full job details .....
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