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- Tasks: Manage client transfer requests and ensure seamless operations on our investment platform.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the financial services experience.
- Benefits: Enjoy 28 days annual leave, private health insurance, and flexible hybrid working.
- Why this job: Make a real impact in a collaborative team and develop your career in finance.
- Qualifications: 2+ years in financial services with strong communication skills and relevant qualifications.
- Other info: Be part of a supportive environment that values innovation and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Fundment is a fast‐growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers Associate to join our outstanding Operations Team. This role will report into the Head of Transfers. Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market‐leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in‐house wrappers they expect.
The Transfers Associate plays a critical role in managing and executing client transfer requests, ensuring seamless operations within our investment platform. You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that Fundment offers, so a good understanding of the product types and regulatory details required to accept transfers is required. You will also provide support to the Platform Client Services Operations Team when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform.
Key responsibilities:- Manage incoming and outgoing transfer requests, ensuring they are executed accurately and in a timely manner
- Perform daily reconciliation, account checks and other compliance checks to ensure processing within agreed timeframes
- Handle volume telephone calls to resolve queries and respond to emails in a timely manner
- Liaise with other financial institutions and intermediaries to facilitate smooth transfers
- Collaborate with the technical team to identify and implement improvements to the transfer process and associated administration, enhancing efficiency and adviser experience
If you are passionate about making a difference in a small team and looking for a values‐driven company where you can share your ideas and thrive, please apply with your CV.
2 years+ experience within financial services, specifically in transfers, operations or similar
Strong understanding of UK financial services regulatory environment
Understanding of tax wrappers
Excellent communication skills with the ability to explain complex processes
Relevant degree/qualifications in finance or related fields, IOC qualification preferred
Knowledge of investment platforms highly desirable
Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of operational aspects and understand how we improve efficiency and do things differently at Fundment.
We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office.
Generous 28 days annual leave plus bank holidays
Enhanced maternity/paternity/adoption leave
Bupa Private Medical Health Insurance
International Travel Insurance
Life Assurance (4 x base salary)
Employee Assistance Programme
Training and Development/Qualification Sponsorship (IOC or FA2)
Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.
We will evaluate applications within 2 weeks, video interviews will be followed by in‐person final interviews in Fitzrovia.
Transfers Associate in London employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfers Associate in London
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Fundment or similar companies. A friendly chat can open doors and give you insider info on the role.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of transfer processes and UK financial regulations. Show us you know your stuff and can handle those complex queries with ease!
✨Tip Number 3
Practice your communication skills! Since you'll be handling calls from Financial Advisers, being able to explain things clearly is key. Try role-playing with a friend to get comfortable.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Transfers Associate in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfers Associate role. Highlight your experience in financial services, especially in transfers and operations, and don’t forget to mention any relevant qualifications like the IOC.
Show Off Your Communication Skills: Since you'll be dealing with clients and advisers, it's crucial to showcase your excellent communication skills. Use clear and concise language in your application to demonstrate your ability to explain complex processes.
Research Fundment: Take some time to understand what Fundment does and how it’s transforming the platform experience. Mention specific aspects of our technology or values in your application to show you’re genuinely interested in joining our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial services regulations and tax wrappers. Fundment is looking for someone who understands the ins and outs of transfers, so be ready to discuss how these elements play a role in the transfer process.
✨Show Off Your Communication Skills
As a Transfers Associate, you'll be handling calls from Financial Advisers and resolving queries. Practice explaining complex processes in simple terms. You might even want to role-play with a friend to get comfortable with this.
✨Demonstrate Your Problem-Solving Ability
Fundment values efficiency and improvement, so think of examples where you've identified issues and implemented solutions in previous roles. Be prepared to share these during your interview to show how you can contribute to their operations team.
✨Ask Insightful Questions
Prepare some thoughtful questions about Fundment's technology and how they enhance the adviser experience. This shows your genuine interest in the company and the role, plus it gives you a chance to learn more about their innovative approach.
