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- Tasks: Manage asset transfers, ensuring accuracy and compliance while delivering excellent client service.
- Company: Join FNZ, a fast-growing FinTech with a collaborative culture.
- Benefits: Competitive salary, private health insurance, training opportunities, and flexible working options.
- Why this job: Kickstart your career in financial services with hands-on experience and growth potential.
- Qualifications: Degree educated or equivalent experience; strong customer service skills preferred.
- Other info: Dynamic environment with global mobility and career progression based on impact.
The predicted salary is between 36000 - 60000 £ per year.
Transfers Officer 9 month FTC
Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.
Edinburgh
Hybrid
£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 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:
You’ll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.
Your responsibilities will include:
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Managing all transfer processes via electronic and paper methods
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Transferring platform holdings in and out of FNZ custody on a daily basis
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Issuing stock transfer forms and working with electronic transfer solutions for re-registration
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Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
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Investigating transfer requests and resolving client queries
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Liaising with counterparties to agree trade and settlement instructions
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Monitoring fund manager reports daily and taking action where needed
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Supporting inbound calls from corporate clients and plan managers
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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:
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Degree educated (or equivalent experience)
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Strong customer service background (retail, contact centre, or similar)
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Proficient in Excel and data analysis
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Excellent communication and interpersonal skills
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Able to work accurately and meet deadlines
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Strong attention to detail and problem-solving ability
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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:
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Competitive salary
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Private health and life insurance, plus additional benefits
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Fully funded training and development opportunities
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Paid parental and volunteer leave
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Cycle‑to‑work scheme and wellbeing benefits
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Hybrid and flexible working options
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Career progression based on impact, not tenure
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Opportunities for global mobility across FNZ offices worldwide
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A collaborative, supportive, and motivating work environment
Ready to take the next step in your financial services career?
Apply now to become a Transfers Officer at FNZ.
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 the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP). xwzovoh
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Transfers Officer employer: FNZ
Contact Detail:
FNZ Recruiting Team
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. A friendly chat can open doors and give you insights that might just help you land that Transfers Officer role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of asset transfers and compliance. We want to see your problem-solving skills in action, so think of examples where you've tackled challenges head-on.
✨Tip Number 3
Show off your Excel skills! Since data analysis is key for this role, be ready to discuss how you've used Excel in past experiences. Maybe even bring a mini project to demonstrate your capabilities!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Transfers Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfers Officer role. Highlight any relevant experience, especially in financial services or customer service, and don’t forget to showcase your attention to detail and problem-solving skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your skills align with what we’re looking for. Keep it concise but engaging – we want to see your personality!
Showcase Your Data Skills: Since the role involves working with data, make sure to mention your proficiency in Excel and any experience you have with data analysis. We love candidates who can demonstrate their analytical abilities!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, it shows you’re keen on joining our team at FNZ!
How to prepare for a job interview at FNZ
✨Know Your Stuff
Before the interview, make sure you understand the role of a Transfers Officer inside out. Familiarise yourself with the end-to-end transfer process and the importance of accuracy and compliance in financial services. This will show that you're genuinely interested and prepared.
✨Show Off Your Problem-Solving Skills
Be ready to discuss specific examples where you've successfully resolved issues or improved processes in previous roles. Think about times when you had to liaise with different teams or clients to get things sorted – this is key for the Transfers Officer position.
✨Excel at Excel
Since proficiency in Excel and data analysis is crucial, brush up on your skills before the interview. Be prepared to talk about how you've used Excel in past roles, whether it’s for data management or reporting. If you can, bring examples of your work to demonstrate your capabilities.
✨Ask Smart Questions
Prepare thoughtful questions about FNZ's operations and the team you'll be working with. This not only shows your interest but also helps you gauge if the company culture and values align with yours. Questions about career progression and training opportunities can also highlight your ambition.