At a Glance
- Tasks: Manage client transfer requests and ensure timely processing on our investment platform.
- Company: Join a fast-growing operations team at Fundment.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Great chance to develop your career in the finance sector.
- Why this job: Be part of a dynamic team improving adviser experiences and operational efficiency.
- Qualifications: Attention to detail and strong communication skills are essential.
The predicted salary is between 27000 - 33000 £ per year.
Fundment is seeking a Transfers Associate to manage client transfer requests and apply proceeds across wrappers on our investment platform within a fast-growing operations team.
You will ensure accuracy and timely processing of transfers while supporting adviser inquiries.
You will perform reconciliations, liaise with financial institutions, and collaborate with the technical team to improve efficiency and adviser experience.
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Transfers Operations Specialist 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.
