At a Glance
- 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: Enjoy competitive pay, health insurance, training opportunities, and flexible working options.
- Other info: Dynamic environment with global mobility opportunities and a focus on personal development.
- Why this job: Kickstart your career in financial services with hands-on experience and growth potential.
- Qualifications: Degree or equivalent experience; strong customer service and Excel skills required.
The predicted salary is between 31500 - 38500 £ per year.
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:
- 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)
Why join FNZ?
At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth FinTech. We offer:
- A collaborative, supportive, and motivating work environment
- 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
- Opportunities for global mobility across FNZ offices worldwide
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
Transfers Officer employer: FNZ
FNZ is an exceptional employer that fosters a dynamic and inclusive work culture, offering employees the chance to engage in meaningful financial projects within a fast-paced FinTech environment. With a strong emphasis on professional development and leadership opportunities, particularly in the vibrant cities of Edinburgh and London, FNZ provides a unique platform for growth and collaboration with senior stakeholders and industry experts.
