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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 Stockport 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 Stockport
✨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 by brushing up on your knowledge of operational processes in wealth management. Be ready to discuss how your attention to detail and relationship-building skills can benefit the Transfers Team. We want to see that you can hit the ground running!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that match your skills and interests, and make sure to tailor your approach to each role.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for the Transfers Officer position.
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Stockport
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! In your application, mention instances 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: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role. We can’t wait to hear from you!
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 different types of transfers, like APS transfers and internal movements, so you can speak confidently about your experience and how it relates to the role.
✨Show Off Your Attention to Detail
This role is all about accuracy, so be prepared to discuss how you've maintained high levels of detail in your previous positions. Bring examples of how you've successfully managed complex operational processes and resolved issues effectively.
✨Demonstrate Team Spirit
Since this position involves working closely with various teams, highlight your collaborative skills. Share specific instances where you've built strong relationships with colleagues or external parties to achieve a common goal.
✨Be Ready to Discuss Improvements
Employers love candidates who can think critically about existing processes. Prepare to talk about any suggestions you've made in the past that improved efficiency or compliance, and how you approached those discussions with your team.
