At a Glance
- Tasks: Manage client transfer requests and ensure smooth operations on our investment platform.
- Company: Join a values-driven company that encourages innovation and teamwork.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Other info: Opportunity for growth in a dynamic team; training provided for new starters.
- Why this job: Make a real impact in financial services while developing your skills in a tech-driven space.
- Qualifications: 3+ years in financial services with strong communication and problem-solving skills.
The predicted salary is between 36000 - 60000 £ per year.
The transfers and Operations Associate plays a critical role in managing and executing client transfer requests, ensuring seamless operations within our investment platform. You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that we offer, so a good understanding of the product types and regulatory details required to accept transfers would be required. You will also be responsible for providing support to the Platform Client Services Operations Team when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform and continually seeking to improve processes to make them more efficient.
Key responsibilities:
- Manage incoming and outgoing transfer requests, ensuring they are executed accurately and in a timely manner
- Perform daily reconciliation, account checks and other compliance checks to ensure processing within agreed timeframes
- Handle volume telephone calls to resolve queries and provide client information
- Respond to email queries in a timely manner
- Liaise with other financial institutions and intermediaries to facilitate smooth transfers
- Maintain up-to-date knowledge of regulatory requirements related to transfer and operations within the financial services sector in the UK
- Work closely with other internal teams to address and resolve adviser queries and issues related to transfers
- Collaborate with the technical team to identify and implement improvements to the transfer process and associated administration, enhancing efficiency and adviser experience
- Train new starters in your team and share knowledge
If you are passionate about making a difference in a small team and looking for a values driven company where you can share your ideas and thrive, please apply with your CV.
Essential Requirements:
- 3 years+ experience within financial services, particularly in transfers or investment platform operations/client services
- Strong understanding of UK financial services regulatory environment
- Understanding of tax wrappers
- Excellent communication skills with the ability to explain complex processes
- Strong problem solving skills able to address challenging situations
- Proficient in technology and software tools, able to adapt quickly to new systems
- Able to handle volume workload and prioritise
- Data driven mindset
- High level of attention to detail, able to manage multiple priorities
- Enjoys team collaboration and sharing knowledge
- Motivated to develop career in a fast moving technology driven environment
- Confident taking telephone calls
Desirable:
- Relevant degree/qualifications in finance or related fields, IOC qualification preferred
*Please note required to work 5 days a week in the office during probation to complete training until competent in the role, this can take up to 3 or 4 months, depending on experience.
Transfers & Operations Associate employer: Chartermore Partners
Chartermore Partners is an excellent employer, offering a dynamic work environment where innovation and collaboration thrive. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members are well-equipped to excel in their roles. Located in the heart of the UK financial sector, we foster a culture of support and continuous improvement, making it a rewarding place for those looking to make a meaningful impact in the industry.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers & Operations Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Transfers & Operations Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those phone calls! Since you'll be handling volume telephone calls, practice explaining complex processes clearly and concisely. Role-play with a friend or family member to boost your confidence and communication skills.
✨Tip Number 3
Stay updated on regulatory requirements! Make sure you’re clued up on the latest in the UK financial services regulatory environment. This knowledge will not only help you in interviews but also show that you're serious about the role.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are passionate about joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start!
We think you need these skills to ace Transfers & Operations Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transfers & Operations Associate role. Highlight your experience in financial services, especially in transfers or investment platform operations, and showcase your understanding of UK regulatory requirements.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past roles to show how you've handled client queries, managed transfer requests, or improved processes. This will help us see how you can contribute to our team.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Chartermore Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK financial services regulatory environment and the different product types. Being able to discuss these confidently will show that you're serious about the role and understand the complexities involved.
✨Practice Makes Perfect
Rehearse common interview questions related to client services and transfers. Think about how you would handle specific scenarios, especially those involving problem-solving or managing high volumes of work. This will help you articulate your experience clearly during the interview.
✨Show Off Your Communication Skills
Since you'll be taking calls from Financial Advisers, it's crucial to demonstrate your communication skills. Practice explaining complex processes in simple terms, as this will highlight your ability to convey information effectively and build rapport with clients.
✨Be a Team Player
Emphasise your collaborative spirit and willingness to share knowledge. Talk about past experiences where you've worked closely with teams to improve processes or resolve issues. This will resonate well, as the role requires working with various internal teams and training new starters.
