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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 the world of asset management.
- Qualifications: Experience in operational processes and strong attention to detail required.
- Other info: Diverse and inclusive workplace that values equality and support.
The predicted salary is between 28800 - 43200 £ 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
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 Plymouth 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 Plymouth
✨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 those interviews! Research common questions for operational roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.
✨Tip Number 3
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss specific examples of how you've managed asset transfers or improved processes in previous roles. This will help you stand out as a detail-driven candidate.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Plymouth
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 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.
Be a Team Player: We love collaborative team players! In your application, mention instances where you've worked closely with internal teams or external partners. 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 makes the process smoother for everyone involved.
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 re-registration of collective investments. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to discuss examples from your past where your attention to detail made a difference. Whether it’s catching an error in a report or ensuring compliance with regulations, these stories will highlight your suitability for the position.
✨Demonstrate Team Spirit
This job involves working closely with various teams and external parties. Be ready to share experiences where you successfully collaborated with others. Highlight how you build relationships and adapt to different operational needs, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s operations and the Transfers Team. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values. Plus, it gives you a chance to demonstrate your understanding of the industry.
