At a Glance
- Tasks: Process investor transactions and maintain legal registers in a fast-paced environment.
- Company: Join FNZ, a global fintech leader transforming investment management.
- Benefits: Competitive salary, hybrid working, private medical insurance, and paid training.
- Other info: Dynamic culture with excellent career progression opportunities.
- Why this job: Kickstart your finance career with real impact in a supportive team.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 36000 - 60000 € per year.
Transfer Agency Administrator x6 page is loaded
Transfer Agency Administrator x6
Apply locations Edinburgh WRS - United Kingdom time type Full time posted on Posted 30+ Days Ago job requisition id REQ-14945Transfer Agency Administrator x6
Edinburgh or London
Permanent
£Competitive + benefits + training + progression
Looking to grow your investment operations career? Want to work in a fast-paced, regulated environment with a global fintech business?
We’re hiring for 6 Transfer Agency Administrators to join our growing TA Services team, based in either Edinburgh or London. This is a great opportunity for someone with experience in financial operations or fund administration who is ready to build their expertise and take on new challenges in a dynamic, supportive team.
You\'ll work across a wide range of responsibilities including dealing, transfers, settlements and register maintenance — helping to ensure clients and investors are served efficiently and accurately.
What you’ll be doing:
In this varied and fast-moving role, you\'ll be responsible for ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors (ACDs). Your work will be key to delivering high standards of service and regulatory compliance across the transfer agency.
Day-to-day responsibilities include:
- Receiving and placing investor fund deals into the TA system
- Managing box transactions and settlements
- Handling ISA transfer applications (in and out)
- Performing cash settlements for trades across different banking platforms
- Calculating and processing distributions to investors
- Maintaining registers and processing stock transfers
- Responding to client and investor telephone queries
- Supporting on-boarding and registration for new clients
- Adhering to internal procedures and industry regulations including FCA COLL and CASS
- Participating in project work as required
What we’re looking for:
You’ll need to be organised, proactive, and confident working with daily deadlines. A background in financial administration or operations is ideal, and a strong eye for detail is essential.
To succeed in this role, you’ll have:
- Experience in a financial services or investment admin role
- Good working knowledge of Excel and standard MS Office tools
- Excellent accuracy and attention to detail
- Confidence working in a regulated environment
- Strong communication skills and willingness to collaborate
- Awareness of AML and KYC principles (desirable)
- IOC qualification or modules completed (desirable)
Why join FNZ?
At FNZ, you’ll be part of a global fintech company that’s transforming the future of investment and wealth management. We support our people with the tools and training they need to grow and thrive in their careers.
Here’s what you can expect:
- Competitive salary and annual bonus
- Hybrid working and modern city-centre offices
- Private medical and life insurance
- Cycle to work and wellbeing benefits
- Paid training and support for qualifications
- Real career progression opportunities within a global business
- Inclusive, friendly, high-performance culture
Ready to grow your financial services career in a team that values your impact?
Apply now to join FNZ as a Transfer Agency Administrator and help power the future of investment operations.
#LI-CW1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
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Cash Payments & Settlements Officer
locations Edinburgh WRS - United Kingdom time type Full time posted on Posted 3 Days AgoFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).
Together with our customers, we help over 26 million people from all wealth segments to invest in their future.
#J-18808-LjbffrTransfer Agency Administrator x6 employer: UK | FNZ TA Services Limited
At FNZ, we pride ourselves on being a leading global fintech company that fosters a dynamic and inclusive work culture. Our Edinburgh office offers competitive salaries, hybrid working options, and comprehensive training programmes, ensuring that our Transfer Agency Administrators have ample opportunities for professional growth and development. Join us to be part of a supportive team that values your contributions and empowers you to thrive in the fast-paced world of investment operations.
Contact Detail:
UK | FNZ TA Services Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Transfer Agency Administrator x6
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Transfer Agency Administrator 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 AML and KYC principles. Since these are desirable skills for the role, showing that you’re clued up will definitely give you an edge. Plus, practice common interview questions related to financial operations to boost your confidence.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining FNZ and being part of our dynamic team.
We think you need these skills to ace Transfer Agency Administrator x6
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Transfer Agency Administrator role. Highlight your experience in financial operations and any relevant skills that match the job description. We want to see how you can bring value to our team!
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 your background makes you a great fit. We love seeing enthusiasm and a personal touch!
Showcase Your Attention to Detail:Since accuracy is key in this role, make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the standards we uphold at StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and ensures you’re considered for the role promptly!
How to prepare for a job interview at UK | FNZ TA Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial operations and fund administration. Familiarise yourself with key terms like 'dealing', 'settlements', and 'register maintenance'. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Attention to Detail
Since this role requires a strong eye for detail, prepare examples from your past experiences where your attention to detail made a difference. Whether it was catching an error in a transaction or ensuring compliance with regulations, these stories will highlight your suitability for the position.
✨Practice Common Interview Questions
Anticipate questions related to your experience in financial services and how you handle tight deadlines. Practising answers to common interview questions can help you articulate your thoughts clearly and demonstrate your proactive nature.
✨Ask Insightful Questions
Prepare a few thoughtful questions to ask at the end of your interview. Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your values.
