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- Tasks: Manage asset transfers and ensure accurate record-keeping in a dynamic environment.
- Company: Leading asset management company with a focus on collaboration and inclusivity.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Join a dedicated team and make a real impact in asset management operations.
- Qualifications: Experience in wealth management operations and strong attention to detail.
- Other info: Diverse and inclusive workplace with support for all applicants.
The predicted salary is between 28800 - 43200 £ per year.
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 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.
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.
Transfer Officer ( Fixed term contract ) in Liverpool employer: Sanderson Recruitment
Contact Detail:
Sanderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfer Officer ( Fixed term contract ) in Liverpool
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management field and let them know you're on the lookout for a Transfers 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 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, so you can showcase your expertise and attention to detail.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Transfers Officer position. We’re all about making the application process smooth and straightforward, so don’t miss out on the opportunity to join our fantastic team!
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Liverpool
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, especially within wealth management or private client asset management. We want to see how your skills match what we're looking for!
Showcase Attention to Detail: Since this role thrives on accuracy, don’t forget to showcase your attention to detail in your application. Use specific examples from your past experiences where you’ve successfully managed complex tasks with precision.
Highlight Teamwork Skills: We love a collaborative team player! Make sure to mention any experiences where you've worked closely with internal teams or external counterparties. This will show us that you can build strong relationships and adapt to varied operational needs.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
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 documentation and re-registration of collective investments, as these will likely come up during the interview.
✨Show Off 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. Highlight any situations where you caught errors or improved processes.
✨Demonstrate Team Spirit
This position involves working closely with various teams and external parties. Be ready to share examples of how you've successfully collaborated in the past, and how you can build strong relationships with colleagues and clients alike.
✨Be Ready to Challenge the Norm
The company values innovation, so think about times when you've suggested improvements to existing processes. Show that you're not afraid to speak up and contribute ideas that could enhance operational efficiency.
