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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 flexible working, generous leave, private health insurance, and career development opportunities.
- Why this job: Make a real impact in a collaborative team while enhancing your skills in a modern environment.
- Qualifications: 2+ years in financial services with strong communication and understanding of regulatory environments.
- Other info: Hybrid work model with a supportive culture and opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
The Company 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 Head of Transfers. Fundment is transforming the platform experience for advice firms and their clients.
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 would be required. You will also be responsible for providing 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.
Essential Requirements:- 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
Why join us? 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. 6% employer pension contribution. Bupa Private Medical Health Insurance. Medicash Cash Plan. 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.
Transfer Specialist employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Specialist
✨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 that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of UK financial regulations and tax wrappers. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Tip Number 3
Practice your communication skills! Since you'll be handling calls from Financial Advisers, being able to explain complex processes clearly is key. Try role-playing with a friend to get comfortable with this.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our team at Fundment.
We think you need these skills to ace Transfer Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Transfer Specialist role. Highlight your experience in financial services, especially in transfers and operations, to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this role and how you can contribute to our team. Share specific examples of your past experiences that relate to the responsibilities listed in the job description.
Showcase Your Communication Skills: Since this role involves liaising with financial advisers and other institutions, make sure to demonstrate your excellent communication skills in your application. We want to see how you can explain complex processes clearly!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. 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 Fundment
✨Know Your Stuff
Make sure you brush up on your knowledge of UK financial services regulations and tax wrappers. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Practice Makes Perfect
Rehearse common interview questions related to transfers and operations. Think about how you would explain complex processes in simple terms, as communication is key in this role.
✨Show Your Customer Focus
Fundment values customer service, so be ready to share examples of how you've successfully managed client queries or improved processes in previous roles. Highlight your ability to handle volume calls and emails efficiently.
✨Be Ready to Collaborate
Since the role involves liaising with other financial institutions and working with technical teams, prepare to discuss your experience in teamwork and collaboration. Share instances where you’ve contributed to process improvements or worked on projects with others.
