At a Glance
- Tasks: Manage investor transactions and maintain legal registers in a fast-paced environment.
- Company: Join FNZ, a global fintech leader transforming investment and wealth management.
- Benefits: Enjoy competitive salary, hybrid working, private medical insurance, and career progression.
- Why this job: Be part of a supportive team that values your impact and offers real growth opportunities.
- Qualifications: Experience in financial services, strong attention to detail, and good Excel skills required.
- Other info: Positions available in Edinburgh or London; training and support for qualifications provided.
The predicted salary is between 36000 - 60000 £ per year.
Transfer Agency Administrator x6 page is loaded
Transfer Agency Administrator x6
Apply locations Edinburgh WRS – United Kingdom time type Full time posted on Posted Yesterday job requisition id REQ-14945
Transfer Agency Administrator x6
Edinburgh or London
Permanent
£Competitive + benefits + training + progression
Looking to grow your investment operations career? Want to work in a fast-paced, regulated environment with a global fintech business?
We’re hiring for 6 Transfer Agency Administrators to join our growing TA Services team, based in either Edinburgh or London. This is a great opportunity for someone with experience in financial operations or fund administration who is ready to build their expertise and take on new challenges in a dynamic, supportive team.
You\’ll work across a wide range of responsibilities including dealing, transfers, settlements and register maintenance — helping to ensure clients and investors are served efficiently and accurately.
What you’ll be doing:
In this varied and fast-moving role, you\’ll be responsible for ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors (ACDs). Your work will be key to delivering high standards of service and regulatory compliance across the transfer agency.
Day-to-day responsibilities include:
- Receiving and placing investor fund deals into the TA system
- Managing box transactions and settlements
- Handling ISA transfer applications (in and out)
- Performing cash settlements for trades across different banking platforms
- Calculating and processing distributions to investors
- Maintaining registers and processing stock transfers
- Responding to client and investor telephone queries
- Supporting on-boarding and registration for new clients
- Adhering to internal procedures and industry regulations including FCA COLL and CASS
- Participating in project work as required
What we’re looking for:
You’ll need to be organised, proactive, and confident working with daily deadlines. A background in financial administration or operations is ideal, and a strong eye for detail is essential.
To succeed in this role, you’ll have:
- Experience in a financial services or investment admin role
- Good working knowledge of Excel and standard MS Office tools
- Excellent accuracy and attention to detail
- Confidence working in a regulated environment
- Strong communication skills and willingness to collaborate
- Awareness of AML and KYC principles (desirable)
- IOC qualification or modules completed (desirable)
Why join FNZ?
At FNZ, you’ll be part of a global fintech company that’s transforming the future of investment and wealth management. We support our people with the tools and training they need to grow and thrive in their careers.
Here’s what you can expect:
- Competitive salary and annual bonus
- Hybrid working and modern city-centre offices
- Private medical and life insurance
- Cycle to work and wellbeing benefits
- Paid training and support for qualifications
- Real career progression opportunities within a global business
- Inclusive, friendly, high-performance culture
Ready to grow your financial services career in a team that values your impact?
Apply now to join FNZ as a Transfer Agency Administrator and help power the future of investment operations.
#LI-CW1
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 over 650 financial institutions and 12,000 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.
About Us
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$1.7 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.
#J-18808-Ljbffr
Transfer Agency Administrator x6 employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Agency Administrator x6
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Transfer Agency Administrator. Understanding tasks like managing investor transactions and maintaining legal registers will help you speak confidently about your relevant experience during interviews.
✨Tip Number 2
Brush up on your knowledge of financial regulations, particularly FCA COLL and CASS. Being able to discuss these regulations and how they impact the role will demonstrate your commitment to compliance and your readiness for the job.
✨Tip Number 3
Network with professionals in the financial services sector, especially those who work in transfer agency roles. Engaging with industry contacts can provide insights into the role and may even lead to referrals.
✨Tip Number 4
Prepare to showcase your attention to detail and organisational skills. Think of specific examples from your past experiences where you successfully managed deadlines or handled complex transactions, as these are crucial for this position.
We think you need these skills to ace Transfer Agency Administrator x6
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial operations or fund administration. Emphasise your attention to detail and any specific skills related to transfer agency tasks, such as dealing, settlements, and register maintenance.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the regulatory environment and how your background aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Excel and other MS Office tools. If you have experience with AML and KYC principles or hold an IOC qualification, make sure to include this information as it is desirable for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role in financial services.
How to prepare for a job interview at FNZ (Uk) Ltd
✨Showcase Your Financial Knowledge
Make sure to highlight your experience in financial operations or fund administration during the interview. Be prepared to discuss specific examples of how you've handled investor transactions, settlements, or compliance with regulations.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples of how you've maintained high standards in your previous work. You might even want to mention any tools or methods you use to ensure precision in your tasks.
✨Prepare for Regulatory Questions
Since the role involves working in a regulated environment, brush up on your knowledge of FCA COLL and CASS regulations. Be prepared to discuss how you would ensure compliance in your daily responsibilities.
✨Exhibit Strong Communication Skills
As you'll be responding to client and investor queries, it's crucial to demonstrate your communication skills. Practice articulating your thoughts clearly and confidently, and think of examples where effective communication made a difference in your previous roles.