At a Glance
- Tasks: Process investor transactions and maintain legal registers in a dynamic team.
- Company: Join FNZ, a global fintech leader transforming investment management.
- Benefits: Enjoy competitive salary, hybrid working, private medical insurance, and paid training.
- Why this job: Make a real impact in financial operations while growing your career.
- Qualifications: Experience in financial services and strong attention to detail required.
- Other info: Be part of an inclusive culture with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
**Transfer Agency Administrator Edinburgh****Permanent £Competitive + benefits + training + progression**We’re hiring for Transfer Agency Administrators to join our growing TA Services team, based in Edinburgh. 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* 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 administration 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)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* 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 cultureApply 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.* #J-18808-Ljbffr
Transfer Agency Administrator 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
✨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 Transfer Agency Administrator 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 AML and KYC principles. Since these are desirable skills for the role, showing that you’re clued up will definitely impress potential employers. Plus, practice common interview questions related to financial operations to boost your confidence.
✨Tip Number 3
Don’t forget to showcase your attention to detail! During interviews, share specific examples of how you've maintained accuracy in previous roles. This is key for a Transfer Agency Administrator, so make sure they see you as the detail-oriented candidate they need.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining FNZ and being part of our dynamic team. So, get your application in and let’s power the future of investment operations together!
We think you need these skills to ace Transfer Agency Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfer Agency Administrator role. Highlight your experience in financial operations or fund administration, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background aligns with what we’re looking for. Keep it concise but impactful!
Showcase Relevant Skills: We want to see your skills in action! Mention your proficiency with Excel and MS Office tools, and any experience you have with AML and KYC principles. This will help us see how you can contribute to our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Financial Operations
Brush up on your knowledge of financial operations and fund administration. Be ready to discuss your previous experience in these areas, as well as any specific processes you've handled, like dealing, transfers, or settlements.
✨Master the Details
Attention to detail is crucial for a Transfer Agency Administrator. Prepare examples that showcase your accuracy in processing transactions and maintaining registers. Highlight any experiences where your meticulousness made a difference.
✨Familiarise with Regulations
Since this role involves working in a regulated environment, make sure you understand key regulations like FCA COLL and CASS. Being able to discuss how you've adhered to these in past roles will impress your interviewers.
✨Showcase Your Communication Skills
Strong communication is essential, especially when responding to client queries. Think of instances where you effectively communicated complex information or collaborated with team members to solve problems. This will demonstrate your ability to thrive in a supportive team.