At a Glance
- Tasks: Manage and process client asset transfers efficiently and accurately.
- Company: Reputable UK-based Asset Manager with a focus on client outcomes.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Great opportunity for career growth in the financial services sector.
- Why this job: Join a leading firm and make a real impact in asset management.
- Qualifications: Experience in asset transfers or investment administration is preferred.
The predicted salary is between 35000 - 38000 £ per year.
The Asset Transfers Analyst is responsible for the accurate and timely processing of client asset transfers in and out of the business. This includes working closely with custodians, platforms, advisers, and internal teams to ensure transfers are completed efficiently while maintaining regulatory compliance and delivering excellent client outcomes.
Asset Transfer Processing
- Manage end-to-end processing of asset transfers (e.g. ISAs, pensions, GIA accounts)
- Liaise with external counterparties (custodians, platforms, ceding firms) to facilitate transfers
- Monitor transfer pipelines and proactively follow up on outstanding cases
- Ensure timely settlement and accurate reconciliation of transferred assets
Client & Stakeholder Communication
- Provide updates to internal teams (Client Services, Relationship Managers) on transfer status
- Handle queries from advisers and clients in a professional and timely manner
Controls & Reconciliation
- Perform daily and periodic reconciliations to ensure data accuracy
- Investigate and resolve discrepancies in asset positions or cash movements
- Maintain clear audit trails and documentation for all transactions
Regulatory & Risk Compliance
- Ensure all transfers comply with FCA regulations and internal policies
- Adhere to Anti-Money Laundering (AML) and client due diligence requirements
- Identify and escalate risks, breaches, or delays appropriately
Profile
- Previous experience in asset transfers, operations, or investment administration (ideally within an asset manager, platform, or custodian)
- Knowledge of CREST, re-registration processes, or transfer platforms (e.g. Equisoft)
- Strong understanding of UK investment products (ISAs, pensions, collective investments)
- Excellent attention to detail and accuracy
Job Offer
Competitive equivalent salary ranging from £35,000 to £38,000 GBP. Opportunity to work within a reputable Financial Services organisation in London.
Asset Transfers Officer - 6-month FTC - Asset Management in London employer: Michael Page Finance
As a leading UK-based Asset Manager, we pride ourselves on fostering a collaborative and dynamic work environment that prioritises employee growth and development. Our London office offers competitive salaries, comprehensive benefits, and a culture that values innovation and excellence, making it an ideal place for professionals seeking meaningful and rewarding careers in asset management.
StudySmarter Expert Advice🤫
We think this is how you could land Asset Transfers Officer - 6-month FTC - Asset Management in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world and let them know you're on the hunt for an Asset Transfers Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK investment products and asset transfer processes. We recommend practising common interview questions related to compliance and client communication, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Asset Transfers Officer position. We keep our listings updated, and applying directly shows your enthusiasm for joining our team. Let’s get you started on this exciting journey!
We think you need these skills to ace Asset Transfers Officer - 6-month FTC - Asset Management in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in asset transfers or investment administration. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of UK investment products!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about asset management and how your previous roles have prepared you for this position. We love seeing genuine enthusiasm!
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially since you'll be liaising with various stakeholders in the role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to navigate!
How to prepare for a job interview at Michael Page Finance
✨Know Your Stuff
Make sure you brush up on your knowledge of asset transfers, especially ISAs, pensions, and GIA accounts. Familiarise yourself with the processes involved and any relevant regulations, like FCA compliance. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Communication Skills
Since the role involves liaising with custodians, platforms, and clients, practice articulating how you would handle queries and provide updates. Think of examples from your past experiences where you successfully communicated complex information clearly and professionally.
✨Attention to Detail is Key
Prepare to discuss how you ensure accuracy in your work. You might want to share specific instances where your attention to detail helped prevent errors or resolve discrepancies. This is crucial for maintaining compliance and delivering excellent client outcomes.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to asset transfers. For example, how would you handle a delay in a transfer? Practising your responses to these scenarios can help you demonstrate your problem-solving skills and ability to manage risks effectively.
