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- Tasks: Manage asset transfers and collaborate with teams to ensure smooth operations.
- Company: Leading wealth and investments provider with a focus on teamwork.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Experience in wealth management and strong attention to detail required.
- Other info: Inclusive workplace that values diversity and supports all applicants.
The predicted salary is between 36000 - 60000 £ per year.
A leading wealth and investments provider is on the lookout for a Transfers Officer to join their Operations Department within a dedicated Transfers Team on a fixed term contract. 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.
What you'll be doing:
- Processing asset transfers in and out across multiple products, platforms, and account types.
- Managing internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers).
- Monitoring transfer progress, resolving issues, and escalating where necessary.
- Facilitating depot movements and ensuring accurate records.
- Setting up nominee accounts and providing KYC documentation when required.
- Handling report uploads and downloads (e.g., IFDS).
- Working closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data.
- Ensuring adherence to regulatory requirements and demonstrating effective risk management.
- Following all internal and external rules, including FCA principles and internal compliance policies.
What we're looking for:
- Experience in operational processes within wealth management or private client asset management.
- High level of accuracy and strong attention to detail.
- Experience using either Equisoft or Altus.
- 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.
Reasonable Adjustments: 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.
Locations
Transfer Officer, Northwich or London, Hybrid in Cheshire, Warrington employer: Sanderson Recruitment
Contact Detail:
Sanderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Officer, Northwich or London, Hybrid in Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Transfer 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 those interviews by brushing up on your knowledge of asset transfers and regulatory requirements. We recommend practising common interview questions with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Don’t forget to showcase your attention to detail! During interviews, share specific examples of how you've successfully managed operational processes or resolved issues in previous roles. This will help demonstrate that you’re the perfect fit for the Transfers Team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Transfer Officer, Northwich or London, Hybrid in Cheshire, Warrington
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfer Officer role. Highlight your experience in operational processes within wealth management and any relevant skills that match the job description. We want to see how your background aligns with what we're looking for!
Showcase Attention to Detail: Since this role thrives on accuracy, be sure to showcase your attention to detail in your application. Use specific examples from your past experiences where you’ve successfully managed complex tasks or resolved issues. We love seeing those details!
Highlight Teamwork Skills: We’re looking for a collaborative team player, so don’t forget to mention your relationship-building skills. Share instances where you’ve worked closely with internal teams or external counterparties to achieve a common goal. It’s all about teamwork!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply through our website. It’s the best way for us to receive your details directly and keep track of your application. We can’t wait to hear from you!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of asset transfers and the specific processes involved. Familiarise yourself with terms like KYC, APS transfers, and the platforms mentioned in the job description, such as Equisoft or Altus. This will show that you're not just interested in the role but also understand the intricacies involved.
✨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. Whether it was catching an error in a report or ensuring compliance with regulations, these stories will highlight your suitability for the position.
✨Demonstrate Team Spirit
This position involves working closely with various teams and external parties. Be ready to share instances where you've successfully collaborated with others. Highlight your relationship-building skills and how you’ve navigated challenges in team settings to achieve common goals.
✨Be Ready to Suggest Improvements
The company values individuals who can challenge existing processes. Think about any previous roles where you identified inefficiencies and proposed solutions. During the interview, express your willingness to contribute ideas that could enhance operational efficiency and client satisfaction.
