At a Glance
- Tasks: Manage asset transfers, ensuring accuracy and compliance while delivering top-notch client service.
- Company: Join FNZ, a fast-growing FinTech with a collaborative culture in Edinburgh.
- Benefits: Enjoy competitive salary, private health insurance, and flexible working options.
- Other info: Full training provided, with excellent career progression opportunities and global mobility.
- Why this job: Gain unique exposure to investment operations and make a real impact in a dynamic environment.
- Qualifications: Degree educated or equivalent experience; strong customer service skills are a plus.
The predicted salary is between 28800 - 43200 £ per year.
We’re looking for a Transfers Officer to join FNZ’s Investment Operations team in Edinburgh. In this role, you’ll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service.
What you’ll be doing:
- Managing all transfer processes via electronic and paper methods
- Transferring platform holdings in and out of FNZ custody on a daily basis
- Issuing stock transfer forms and working with electronic transfer solutions for re-registration
- Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
- Investigating transfer requests and resolving client queries
- Liaising with counterparties to agree trade and settlement instructions
- Monitoring fund manager reports daily and taking action where needed
- Supporting inbound calls from corporate clients and plan managers
- 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 beneficial but not essential – full training will be provided.
Key skills and attributes:
- Degree educated (or equivalent experience)
- 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 environment
Apply now to become a Transfers Officer at FNZ.
Transfers Officer employer: FNZ (Uk) Ltd
FNZ (UK) Ltd is an exceptional employer, offering a dynamic work culture in the heart of Edinburgh that fosters collaboration and innovation. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a commitment to continuous improvement, making it an ideal place for those looking to make a meaningful impact in supplier management.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Officer
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at FNZ or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for the interview by researching FNZ and its operations. Understand their values and how they align with your skills. This will help you show them why you're the perfect fit for the Transfers Officer role.
✨Tip Number 3
Practice your communication skills! As a Transfers Officer, you'll need to liaise with various stakeholders. Mock interviews with friends or family can help you articulate your thoughts clearly and confidently.
✨Tip Number 4
Don’t forget to 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 amazing team.
We think you need these skills to ace Transfers Officer
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Transfers Officer role. Highlight any relevant customer service experience and your attention to detail, as these are key for us at FNZ.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about the Transfers Officer position. Share specific examples of how you've delivered great service in the past and how you can contribute to our team.
Showcase Your Skills:Don’t forget to mention your proficiency in Excel and any data analysis experience. We love candidates who can demonstrate their analytical skills, so be sure to include any relevant projects or tasks.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Stuff
Make sure you understand the role of a Transfers Officer and the end-to-end asset transfer process. Brush up on financial services terminology and be ready to discuss how you would handle specific scenarios, like resolving client queries or liaising with fund managers.
✨Show Off Your Customer Service Skills
Since this role involves a lot of client interaction, be prepared to share examples of how you've provided excellent customer service in the past. Think about times when you went above and beyond to help a client or resolved a tricky situation.
✨Excel at Excel
As proficiency in Excel is key for this position, make sure you can talk about your experience with data analysis. If you have any specific examples of how you've used Excel to solve problems or improve processes, bring those up during the interview.
✨Ask Smart Questions
Prepare some thoughtful questions to ask your interviewers. This could be about the team dynamics, the training process, or how FNZ supports career progression. It shows you're genuinely interested in the role and the company.
