At a Glance
- Tasks: Process client transfers and manage the full transfer lifecycle with a focus on accuracy.
- Company: Join Nucleus Financial Platforms, a leader in innovative financial services.
- Benefits: Enjoy flexible working, health initiatives, and a non-contributory pension.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
- Why this job: Make a real impact in a supportive environment that values collaboration and diversity.
- Qualifications: Experience in investment operations and strong IT skills, especially in Excel.
The predicted salary is between 30000 - 40000 € per year.
Role is based in London. Third Platform Services (TPS) was founded in 2016 and is part of the Third Financial group. TPS provides a Model B clearing, custody and dealing service to FCA regulated Wealth and Investment Management firms. They are fully committed to always providing their customers with the highest levels of service. They achieve this using modern automated technology, a dedicated client services team, highly experienced operational staff, and a pivotal compliance support function.
Job purpose
To process all transfers in or out of TPS custody.
Main Responsibilities
- Processing of client transfers in and out of custody
- Managing the full transfer lifecycle from point of instruction to completion
- Liaising with TPS customers to provide regular transfer updates
- Updating client portfolios to reflect assets being transferred
- Monitoring and regularly chasing outstanding transfers
- Maintaining good relationships with counterparties to ensure the timely transfer of assets
- Reconciliation of client accounts to ensure assets have been recorded accurately
- Recording of cash received onto client accounts
- Processing of different asset types (equities/bonds/funds)
- Processing of different account types (GIAs/SIPPs/ISAs)
- ISA management: maintaining correct ISA documentation, posting ISA subscriptions, sending ISA transfer history forms, annual ISA returns
- Processing outgoing payments
- Reviewing client valuations
- Dealing with ad hoc customer queries
- Other duties as assigned
Specialist/Technical Knowledge
- Industry experience of investment operations
- Previous experience of dealing with the full transfer lifecycle
- Understanding of different asset types (equities/bonds/funds)
- Understanding of different account types (GIAs/ISAs/SIPPs)
- Previous experience of working for a custodian or an investment management firm
- Industry exams advantageous
- Great IT skills including MS Office, especially Excel
- Knowledge of Investment Management software (Tercero/Crest/Nexen/Jira) advantageous
Wider Team Responsibilities
- Corporate Actions
- Dealing
- FX
- Settlements
- Reconciliations
- Static Data
- Transaction Reporting
Qualities/Attributes
- Great written and verbal communicator
- Organisational skills
- Prioritising own workload
- Questions why things are done and drives change
- Attention to detail
- Proactive
- Enthusiastic
- Team player
A little about us: We’re the Nucleus Financial Platforms group and we help make retirement more rewarding. People come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too. Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Are we a perfect match? Check out this video and find out!
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion. For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector. More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
Transfers Administrator employer: Nucleus Group
At Nucleus Financial Platforms, we pride ourselves on being an exceptional employer, offering a vibrant work culture in the heart of London. Our commitment to employee growth is reflected in our generous benefits package, which includes a non-contributory pension, flexible working options, and health initiatives, ensuring that our team feels valued and supported. Join us to be part of a collaborative environment where your contributions truly make a difference and where diversity and inclusion are at the forefront of our mission.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Administrator
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at TPS or similar firms. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of different asset types and account types. Show us you know your equities from your bonds, and that you’re ready to tackle any questions about the transfer lifecycle.
✨Tip Number 3
Don’t forget to showcase your organisational skills! Be ready to discuss how you prioritise tasks and manage your workload effectively. We love a proactive team player who can keep things running smoothly.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of our awesome team at Nucleus.
We think you need these skills to ace Transfers Administrator
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Transfers Administrator role. Highlight your experience with investment operations and the transfer lifecycle, as this will show us you understand what we're looking for.
Show Off Your Skills:Don’t forget to mention your IT skills, especially with Excel and any investment management software you’ve used. We love seeing candidates who can demonstrate their technical know-how!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate great written communication, so make sure your application reflects that by being organised and easy to read.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Nucleus Group
✨Know Your Transfers Inside Out
Make sure you understand the full transfer lifecycle, from initiation to completion. Brush up on different asset types like equities, bonds, and funds, as well as account types such as GIAs, SIPPs, and ISAs. This knowledge will help you answer questions confidently and show that you're ready to hit the ground running.
✨Show Off Your Communication Skills
As a Transfers Administrator, you'll need to liaise with customers regularly. Practice articulating your thoughts clearly and concisely. Consider preparing examples of how you've effectively communicated in previous roles, especially when providing updates or resolving queries.
✨Demonstrate Your Organisational Skills
The role requires managing multiple transfers and maintaining good relationships with counterparties. Be ready to discuss how you prioritise your workload and keep track of outstanding transfers. You might even want to share a specific instance where your organisational skills made a difference.
✨Emphasise Your Attention to Detail
In this role, accuracy is key. Prepare to discuss how you ensure precision in your work, whether it's through reconciliation of client accounts or processing documentation. Highlight any past experiences where your attention to detail prevented issues or improved processes.
