Transfer Officer ( Fixed term contract ) in Exeter

Job Description

Transfers Officer ( 6 month Fixed term contract )

• Cheshire – hybrid
• Salary – dependent on experience

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 elevate 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 demonst…