Client Transfer Analyst

About the Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as of March 2024). If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About the Role

The Client Transfer Analyst is responsible for the accurate and timely administration of client asset and client money transfers for clients joining and leaving the business. This role sits within Operations and plays a key part in ensuring a seamless transfer experience for clients, while maintaining full adherence to regulatory requirements and internal controls.

The role involves managing the end-to-end lifecycle of in-specie transfers, including coordination with internal teams and external providers, ensuring all activity is completed efficiently, securely, and in line with service level expectations. You will be responsible for liaising with the Cashiers team to facilitate the prompt and accurate movement of client money, as well as working with third parties to ensure the secure transfer of assets and tax wrappers.

As part of your day-to-day responsibilities, you will track and follow up on outstanding transfer items, maintain accurate records by updating internal systems, and perform key checks to ensure the accuracy of the firm’s books and records. Close collaboration with other Operations teams will be essential to resolve queries and complete transfers effectively.

In addition, the role will involve the coordination and processing of manual transfers and STP transfers processed via the Equisoft platform. This will involve managing transfer workflows within the system, ensuring data accuracy, monitoring processing queues, and supporting the transition towards increased automation and efficiency in transfer handling.

You will support the Manager in delivering an efficient and high-quality service, maintaining a strong focus on client outcomes, operational excellence, and adherence to CASS rules. The role also requires flexibility to support ad-hoc tasks and provide wider team support where needed.

About You

• Skills & Experience
• Strong, demonstrable experience in Transfers and Custody operations is advantageous, with a deep understanding of end-to-end client asset transfer processes.
• Proven experience using Equisoft is beneficial, including the coordination and processing of both manual and Straight Through Processing (STP) transfers, with a clear understanding of system workflows, controls, and exception handling.
• Experience liaising with global custodians, unit trust platforms, and market infrastructure (e.g. CREST) to facilitate transfers and resolve queries.
• Working knowledge of UK regulatory requirements and tax wrappers, including ISA rules.
• Exposure to domestic and overseas asset transfers, including cross-border considerations and associated operational requirements.
• Familiarity with global custodians such as BNY Mellon and BNP Paribas is advantageous.
• Good working knowledge of Microsoft Office, particularly Excel.

• Attention to Detail
• Demonstrates a high level of accuracy and thoroughness, identifying and resolving discrepancies effectively to ensure data integrity.

• Communication
• Communicates clearly and professionally, both verbally and in writing. Able to liaise confidently with internal teams and external parties.

• Time Management
• Effectively prioritises workloads to meet deadlines, managing multiple tasks while adapting to changing business needs.

• Teamwork
• Works collaboratively as part of a team, contributing ideas to improve processes and supporting colleagues to achieve shared objectives.

• Decision Making
• Takes ownership of tasks, demonstrates sound judgement, and resolves issues proactively, maintaining resilience under pressure.

• Corporate Focus and Behaviour
• Builds a strong understanding of operational processes and how individual performance contributes to wider business success. Shows initiative, integrity, and commitment to company values, with a focus on continuous improvement and development.

• Client Focus (Internal and External)
• Supports the delivery of a high-quality service by building effective relationships with internal stakeholders and external partners, ensuring a smooth and professional transfer experience for clients.

Inclusion & Diversity

We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.

Values

• Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
• Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
• Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
• Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.

Core Benefits

• Holiday: 182 hours (26 days)
• Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
• Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
• Private Medical Insurance: Single cover as standard with options to increase cover to include your partner or children.
• Life Assurance: 4x your salary.
• Income Protection: 75% of salary, less state benefits, payable after 26 weeks of absence.
• Healthcare Cash Plan: Jersey employees only.
• In addition to our core benefits, we offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.

About Us

We create brighter financial futures for every generation. We do this by guiding our customers and their families through the complexity of planning for their financial future, responding to their rapidly evolving needs and giving them peace of mind. And, with all that’s happening in the world today, our role in society has never been more meaningful.

Our impressive talents and capabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to help us get there.

We are passionate about building an inclusive culture where everyone’s contribution is valued, and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested in learning more about joining us.

Flexible Working

We believe our workplace needs to work for you, so we offer an environment where you can balance a successful career with your commitments and interests outside of work. Some roles lend themselves to flexible options more than others, so our talent acquisition team are on hand to discuss your needs. Please contact us to learn more.

Our promise to you

We are committed to treating all our job applicants fairly and with respect. Our people come from all kinds of backgrounds and have a wide range of expertise, so we welcome your application regardless of your beliefs, culture, gender identity, ethnicity, sexual orientation and or disability. Please contact the talent acquisition team if you need any reasonable adjustments made to the recruitment process, require information in an alternative format or have any questions around accessibility, we will try our very best to accommodate.