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- Tasks: Manage asset transfers and ensure smooth operations in a detail-driven environment.
- Company: Leading asset management company with a focus on teamwork and collaboration.
- Benefits: Competitive salary, hybrid work model, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in asset management.
- Qualifications: Detail-oriented with strong organisational skills and a passion for finance.
- Other info: Fixed-term contract with potential for career advancement.
The predicted salary is between 36000 - 60000 £ 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 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
Transfer Officer ( Fixed term contract ) in Telford 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 Telford
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management industry 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 regulatory requirements. We recommend practising common interview questions with a friend or using mock interview tools to boost your confidence.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've successfully managed complex tasks or resolved issues in previous roles. This will demonstrate that you're the perfect fit for a detail-driven environment.
✨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 are proactive about their job search!
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Telford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Transfers Officer role. Highlight your experience in asset transfers and any relevant operational skills. We want to see how your background fits with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Attention to Detail: Since this role is all about managing detailed processes, make sure your application reflects your attention to detail. Double-check for typos and ensure everything is clear and well-organised. We appreciate precision!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get the best experience possible. We can't wait to hear from you!
How to prepare for a job interview at Sanderson Recruitment
✨Know Your Stuff
Make sure you understand the ins and outs of asset transfers, especially in relation to the role. Brush up on key terms like KYC documentation and internal movements. This will show that you're not just interested in the job, but that you’re genuinely knowledgeable about the industry.
✨Showcase Your Detail Orientation
Since this role is all about managing detailed processes, be ready to share examples from your past experiences where your attention to detail made a difference. Whether it’s resolving issues or ensuring accurate record-keeping, highlight how your meticulous nature has benefited previous teams.
✨Prepare for Team Dynamics
This position involves working closely with various teams and external parties. Think of instances where you’ve successfully collaborated with others. Be prepared to discuss how you handle communication and resolve conflicts, as teamwork is key in this role.
✨Understand Regulatory Requirements
Familiarise yourself with the regulatory landscape surrounding asset management. Being able to discuss compliance and how it impacts operations will demonstrate your readiness for the role. It shows that you’re not just focused on the tasks at hand, but also on the bigger picture.
