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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 working, and opportunities for professional growth.
- Why this job: Join a dedicated team and make a real impact in 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 Woking 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 Woking
✨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 related to asset transfers and operational processes. Practise your answers, focusing on your attention to detail and relationship-building skills, as these are key for the role.
✨Tip Number 3
Show off your knowledge! When you get the chance to chat with potential employers, highlight your understanding of re-registration of collective investments and any experience with CREST GUI. This will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Transfer Officer ( Fixed term contract ) in Woking
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, emphasise your attention to detail in your application. Use examples from your past work where you’ve successfully managed complex tasks without missing a beat. We love candidates who can spot the little things!
Demonstrate Team Spirit: We’re all about collaboration here at StudySmarter. In your application, mention times when you’ve worked closely with teams or built strong relationships with colleagues and external partners. Show us you’re a team player who can 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 gives you a chance to explore more about our company culture and values!
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 demands a high level of accuracy, so be prepared to discuss examples where your attention to detail made a difference. Bring specific instances from your past work where you caught errors or improved processes, as this will demonstrate your fit for the position.
✨Demonstrate Your Team Spirit
As a collaborative team player, it's essential to show that you can work well with others. Think of examples where you've successfully collaborated with internal teams or external counterparties, and be ready to share how you built those relationships.
✨Be Ready to Discuss Regulatory Knowledge
Understanding regulatory requirements is crucial in this role. Familiarise yourself with FCA principles and compliance policies relevant to asset management. Be prepared to discuss how you've adhered to these in your previous roles, as it shows you're serious about risk management.
