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- Tasks: Oversee transfer requests, ensuring accuracy and compliance while delivering excellent client service.
- Company: Join FNZ, a fast-growing FinTech revolutionising wealth management.
- Benefits: Competitive salary, private health insurance, training opportunities, and flexible working options.
- Why this job: Make a real impact in financial services and grow your career in a dynamic environment.
- Qualifications: Experience in financial services and strong customer service skills preferred.
- Other info: Collaborative culture with global mobility and career progression based on impact.
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
Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?
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)
Why join FNZ?
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
Ready to take the next step in your financial services career?
Apply now to become a Senior Transfers Officer at FNZ.
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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.
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Senior Transfers Officer - Triage employer: FNZ
Contact Detail:
FNZ 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 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 brushing up on your knowledge of SIPPs, ISAs, and GIAs. Show us you know your stuff! Being able to discuss these products confidently will impress the hiring team.
✨Tip Number 3
Practice your problem-solving skills! Think of examples from your past experiences where you’ve tackled challenges head-on. We love candidates who can demonstrate their ability to resolve issues effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re genuinely interested in joining our team at FNZ.
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 customer service background and any relevant financial services experience to show us you’re the right fit for the Senior Transfers Officer role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've solved problems or improved processes in previous roles, especially in financial services, to grab our attention.
Show Off Your Attention to Detail: In a role like this, accuracy is key! Make sure your application is free from typos and errors. We want to see that you can manage data and processes with precision right from the start.
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 during the process!
How to prepare for a job interview at FNZ
✨Know Your Financial Services Basics
Brush up on your knowledge of financial services products, especially SIPPs, ISAs, and GIAs. Understanding these will not only help you answer questions confidently but also show your genuine interest in the role.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've successfully resolved client queries or streamlined processes. This will demonstrate your ability to handle the responsibilities of a Senior Transfers Officer effectively.
✨Master Excel and Data Analysis
Since proficiency in Excel is key for this role, practice using functions and data analysis techniques. Be ready to discuss how you've used these skills in previous positions to manage data efficiently.
✨Communicate Clearly and Confidently
Excellent communication is crucial in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics. This will help you connect with the interviewers and convey your ideas effectively.
