At a Glance
- 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 hybrid work, generous leave, private health insurance, and career development opportunities.
- Other info: Be part of a supportive culture that values innovation and teamwork.
- Why this job: Make a real impact in a collaborative team while enhancing your skills in a dynamic environment.
- Qualifications: 2+ years in financial services with strong communication skills and understanding of UK regulations.
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.
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
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 employer: Fundment
At Fundment, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Lead Python Engineer, you will not only engage in hands-on coding but also play a pivotal role in mentoring a talented team, ensuring your professional growth alongside theirs. Located in a vibrant tech hub, we offer competitive benefits, flexible working arrangements, and opportunities for continuous learning, making us an exceptional employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Associate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fundment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Transfers Associate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fundment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fundment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fundment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fundment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fundment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fundment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
