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- Tasks: Oversee transfer requests and ensure seamless client service in investment operations.
- Company: Join FNZ, a fast-growing FinTech revolutionising wealth management.
- Benefits: Competitive salary, private health insurance, flexible working, and career progression.
- Why this job: Make a real impact in a dynamic environment while developing your skills.
- Qualifications: Experience in financial services and strong customer service skills preferred.
- Other info: Enjoy a collaborative culture with global mobility opportunities.
The predicted salary is between 36000 - 60000 £ per year.
**Senior Transfers Officer – Triage 6 month FTC****Salisbury or Bristol****Hybrid (Home Working considered) £Competitive + excellent benefits + career progression**We’re looking for a **Senior Transfers Officer** to join FNZ’s Investment Operations team. In this role, you’ll oversee requests coming into multiple teams to transfer SIPPs, ISAs and GIAs (cash and In-Specie) on and off the FNZ platform, ensuring timeliness, accuracy, compliance, and outstanding client service.**What you’ll be doing:**You’ll play a key role in making sure transfers move efficiently and accurately, supporting the team and overseeing volumes, liaising with receiving or ceding schemes, fund managers, brokers, and internal teams to deliver a seamless transfer experience.Your responsibilities will include:* Managing incoming requests across several teams* Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions* Investigating transfer requests and resolving client queries* Liaising with counterparties to remove any blockers holding up transfer requests* Monitoring fund manager reports daily and taking action where needed* Engaging with the corporate clients to agree resolution for non-standard transfer request cases as required* Reporting team MI and supporting continuous process improvement**What we’re looking for:**You’ll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is desirable, to be effective in this triage role for the teams.Key skills and attributes:* Some product knowledge of financial services products across Investments & Pensions* 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)At FNZ, you’ll 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 environmentApply now to become a **Senior Transfers Officer** at FNZ.#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.* #J-18808-Ljbffr
Senior Transfers Officer - Triage employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Transfers Officer - Triage
✨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 Senior Transfers Officer 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 interviews by brushing up on your knowledge of SIPPs, ISAs, and GIAs. Make sure you can discuss how you would handle transfer requests and resolve client queries effectively. Show us that you’re proactive and detail-oriented!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing applications directly from candidates who are genuinely interested in joining FNZ. Plus, it’s a great way to showcase your commitment to being part of our team.
We think you need these skills to ace Senior Transfers Officer - Triage
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant customer service roles to show us you’re the right fit for the Senior Transfers Officer position.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role. Share specific examples of how you've successfully managed transfers or resolved client queries in the past, so we can see your proactive approach in action.
Showcase Your Attention to Detail: In your application, demonstrate your strong attention to detail. Whether it’s through your CV formatting or the way you present your experiences, we want to see that you can handle the accuracy required for managing transfer requests.
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to us quickly and allows you to explore more about FNZ and what we stand for before you hit 'send'.
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Financial Products
Brush up on your knowledge of financial services products, especially SIPPs, ISAs, and GIAs. Being able to discuss these confidently will show that you understand the core of what FNZ does and how you can contribute to the team.
✨Demonstrate Your Customer Service Skills
Prepare examples from your past experiences where you've provided excellent customer service. Highlight situations where you resolved client queries or overcame challenges, as this role requires strong interpersonal skills and a proactive approach.
✨Excel at Excel
Since proficiency in Excel is key for this position, make sure you're comfortable with data analysis and can discuss any relevant experience. Consider brushing up on functions and formulas that could be useful in managing transfer requests efficiently.
✨Showcase Your Problem-Solving Ability
Think of specific instances where you've had to investigate issues or remove blockers in a process. Be ready to explain your thought process and how you ensured timely and accurate resolutions, as this will demonstrate your attention to detail and problem-solving skills.
