At a Glance
- Tasks: Manage asset transfers and ensure accurate record-keeping in a dynamic operations team.
- Company: Leading asset management company with a focus on collaboration and inclusivity.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Other info: Diverse and inclusive workplace that values equality and support.
- Why this job: Join a detail-driven environment and make a real impact in asset management.
- Qualifications: Experience in operational processes and strong attention to detail required.
The predicted salary is between 28800 - 48000 € per year.
My client, a leading asset management company in the city, are actively looking for a Transfers Officer to join their operations department within a dedicated transfers team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.
Responsibilities:
- Process asset transfers in and out across multiple products, platforms, and account types
- Manage internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers)
- Monitor transfer progress, resolve issues, and escalate where necessary
- Facilitate depot movements and ensure accurate record-keeping
- Set up nominee accounts and provide KYC documentation when required
- Handle report uploads and downloads (e.g., IFDS)
- Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
- Ensure adherence to regulatory requirements and demonstrate effective risk management
- Follow all internal and external rules, including FCA principles and internal compliance policies
Skills:
- Experience in operational processes within wealth management or private client asset management
- High level of accuracy and strong attention to detail
- Ability to work independently when required
- A collaborative team player who can respond to varied operational needs
- Strong relationship-building skills with internal teams and third parties
- Confidence in challenging existing processes and suggesting improvements
- Understanding of re-registration of collective investments
- Good general securities knowledge
- Experience with Crest GUI
For more information, please reach out to Mary Pearson.
Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients. If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.
Transfers Officer in London employer: Sanderson Recruitment Plc
Join a leading asset management company in London, where you will thrive in a detail-driven operational environment as a Transfers Officer. Our collaborative work culture fosters strong relationships and encourages employee growth through continuous learning and development opportunities. With a commitment to diversity and inclusion, we offer a supportive atmosphere that values every individual's contribution, making it an excellent place for meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Transfers Officer in London
✨Tip Number 1
Network like a pro! Reach out to people in the asset management field, especially those who work in operations. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of asset transfers and operational processes. We recommend practising common interview questions and scenarios related to the role of a Transfers Officer.
✨Tip Number 3
Showcase your attention to detail during interviews. Bring examples of how you've successfully managed complex tasks or resolved issues in previous roles. This will demonstrate your fit for the detail-driven environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Transfers Officer in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transfers Officer role. Highlight your experience in operational processes and any relevant skills that match the job description. We want to see how you fit into our team!
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 background makes you a great fit for the role. We love seeing personality in applications!
Showcase Attention to Detail:Since this role requires a high level of accuracy, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, just like we do in our operations.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Sanderson Recruitment Plc
✨Know Your Transfers Inside Out
Make sure you brush up on your knowledge of asset transfers, especially in the context of wealth management. Familiarise yourself with the different types of transfers and the processes involved, as this will show your potential employer that you're serious about the role.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Bring specific instances where you caught errors or improved processes, as this will highlight your suitability for the position.
✨Demonstrate Your Team Spirit
This job involves working closely with various teams and external parties. Be ready to share stories that illustrate your collaborative nature and how you've successfully built relationships in previous roles. This will help convey that you're a team player who can adapt to different operational needs.
✨Prepare for Regulatory Questions
Given the importance of compliance in this role, brush up on relevant regulations and internal policies. Be prepared to discuss how you've adhered to these in your previous positions, and think about any suggestions you might have for improving compliance processes.
