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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 a supportive work environment.
- Why this job: Join a dynamic team and make a real impact in the finance sector.
- Qualifications: Experience in wealth management operations and strong attention to detail.
- Other info: Inclusive workplace that values diversity and offers career growth.
The predicted salary is between 28800 - 43200 £ 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.
Transfer Officer, Northwich or London, Hybrid 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
✨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 related to operational processes, so you can showcase your attention to detail and problem-solving skills.
✨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 Transfer 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, Northwich or London, Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your operational processes experience and any relevant knowledge of asset transfers to catch our eye!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re the perfect fit for the Transfers Officer role. Share specific examples of how you've managed asset transfers or worked with internal teams, showing off your attention to detail.
Showcase Your Team Spirit: We love team players! In your application, mention times when you collaborated with others or built strong relationships with colleagues and external partners. It’s all about that collaborative vibe!
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 to do!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Transfers Inside Out
Make sure you understand the ins and outs of asset transfers, especially in wealth management. Brush up on the processes for transfers in and out, internal movements, and APS transfers. Being able to discuss these confidently will show your expertise and readiness for the role.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experiences where your attention to detail made a difference. Whether it’s catching an error or ensuring compliance with regulations, having specific stories ready will highlight your strengths.
✨Familiarise Yourself with Relevant Tools
If you have experience with Equisoft or Altus, be ready to discuss how you've used these tools in your previous roles. If not, do a bit of research on them so you can speak knowledgeably about their functions and how they relate to the job.
✨Demonstrate Your Team Spirit
This position involves working closely with various teams and external parties. Prepare to share examples of how you've successfully collaborated in the past. Highlight your relationship-building skills and how you’ve navigated challenges in team settings.