At a Glance
- Tasks: Manage and process client asset transfers efficiently while ensuring compliance.
- 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
Join a leading UK-based Asset Manager that prioritises employee development and fosters a collaborative work culture. With a competitive salary and a focus on regulatory compliance, you will have the opportunity to enhance your skills in asset transfers while contributing to excellent client outcomes. Located in London, this role offers a dynamic environment where your contributions are valued and recognised.
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 asset transfers and UK investment products. We recommend practising common interview questions related to compliance and client communication, so you can showcase your expertise and attention to detail.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. 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 gig. We’re always looking for talented individuals who can help us deliver excellent client outcomes, so make sure your application stands out!
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 and operations. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of UK investment products and any previous roles in asset management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about asset transfers and how you can contribute to our team. We love seeing enthusiasm and a clear understanding of the role, so make it personal and engaging.
Showcase Attention to Detail:Given the nature of the role, we need someone who’s meticulous. In your application, highlight instances where your attention to detail made a difference, whether it was in processing transfers or ensuring compliance with regulations.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Michael Page
✨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've effectively communicated in past roles. Prepare examples where you handled queries or provided updates to stakeholders, demonstrating your ability to maintain professionalism under pressure.
✨Attention to Detail is Key
Highlight your attention to detail by discussing specific instances where accuracy was crucial in your previous work. You might want to mention how you managed reconciliations or resolved discrepancies, as this will resonate well with the responsibilities of the position.
✨Prepare for Compliance Questions
Expect questions around regulatory compliance and risk management. Brush up on Anti-Money Laundering (AML) practices and be ready to discuss how you've ensured compliance in your previous roles. This will demonstrate your understanding of the importance of these aspects in asset management.
