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For Companies At a Glance
- Tasks: Manage client transfer requests and ensure smooth operations on our investment platform.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the financial services experience.
- Benefits: Enjoy flexible hybrid work, 28 days leave, private healthcare, and training sponsorship.
- Why this job: Make an impact in a values-driven team where your ideas matter and growth is encouraged.
- Qualifications: 1+ years in financial services with strong communication skills and understanding of regulatory environments.
- Other info: Collaborative office space in London with a supportive culture and opportunities for career development.
The predicted salary is between 28800 - 43200 £ 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 & Operations 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. 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. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
The role
The Transfers and Operations 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 offer, 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:
- 1 years+ experience within financial services, particularly 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
Desirable:
- 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, 2-3 days a week in our London office.
- Generous 28 days annual leave plus bank holidays
- Enhanced maternity/paternity/adoption leave
- 6% employer contribution
- Private healthcare
- 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
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfers Associate
✨Tip Number 1
Familiarize yourself with the specific types of tax wrappers and investment platforms that Fundment offers. This knowledge will not only help you understand the role better but also demonstrate your commitment and readiness to contribute from day one.
✨Tip Number 2
Brush up on your communication skills, especially in explaining complex financial processes. Since you'll be handling calls from Financial Advisers, being able to convey information clearly and confidently is crucial.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those who have experience in transfers and operations. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Stay updated on the latest regulatory changes in the UK financial services environment. Understanding these regulations will not only enhance your application but also prepare you for the compliance checks involved in the role.
We think you need these skills to ace Transfers Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Transfers & Operations Associate at Fundment. Highlight your relevant experience in financial services and your understanding of transfer processes in your application.
Tailor Your CV: Customize your CV to reflect your experience in transfers and operations. Emphasize your knowledge of UK financial services regulations and any relevant qualifications, such as the IOC qualification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples of how your skills align with the key responsibilities listed in the job description, particularly your communication skills and ability to handle complex processes.
Highlight Team Collaboration: Fundment values collaboration and trust within their team. In your application, provide examples of how you have successfully worked in a team environment and contributed to improving processes or efficiency in previous roles.
How to prepare for a job interview at Fundment
✨Understand the Transfer Process
Make sure you have a solid grasp of the transfer process and the different types of wrappers Fundment offers. Being able to discuss these in detail will show your understanding of the role and its responsibilities.
✨Showcase Your Communication Skills
Since the role involves handling calls from Financial Advisers, practice explaining complex processes in a simple way. This will demonstrate your ability to communicate effectively, which is crucial for this position.
✨Familiarize Yourself with Regulatory Requirements
Brush up on the UK financial services regulatory environment. Being knowledgeable about compliance checks and regulations will help you stand out as a candidate who is prepared for the challenges of the role.
✨Highlight Your Team Collaboration Experience
Fundment values collaboration, so be ready to share examples of how you've worked effectively in a team. Discussing past experiences where you contributed to improving processes or resolving issues will resonate well with the interviewers.
