Senior Transfers Officer - Triage
6 month FTC
Salisbury or Bristol
Hybrid (Home Working considered)
£Competitive + excellent benefits + career progression
Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?
We’re looking for a Senior Transfers Officer to join FNZ’s Investment Operations team. In this role, you’ll oversee requests coming into multiple teams to transfer SIPPs, ISAs and GIAs (cash and In-Specie) on and off the FNZ platform, ensuring timeliness, accuracy, compliance, and outstanding client service.
What you’ll be doing:
You’ll play a key role in making sure transfers move efficiently and accurately, supporting the team and overseeing volumes, liaising with receiving or ceding schemes, fund managers, brokers, and internal teams to deliver a seamless transfer experience.
Your responsibilities will include:
1. Managing incoming requests across several teams
2. Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
3. Investigating transfer requests and resolving client queries
4. Liaising with counterparties to remove any blockers holding up transfer requests
5. Monitoring fund manager reports daily and taking action where needed
6. Engaging with the corporate clients to agree resolution for non-standard transfer request cases as required
7. Reporting team MI and supporting continuous process improvement
What we’re looking for:
You’ll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is desirable, to be effective in this triage role for the teams.
Key skills and attributes:
8. Some product knowledge of financial services products across Investments & Pensions
9. Strong customer service background (retail, contact centre, or similar)
10. Proficient in Excel and data analysis
11. Excellent communication and interpersonal skills
12. Able to work accurately and meet deadlines
13. Strong attention to detail and problem-solving ability
14. Knowledge of financial services and FCA regulations (desirable)
Why join FNZ?
At FNZ, you’ll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.
We offer:
15. Competitive salary
16. Private health and life insurance, plus additional benefits
17. Fully funded training and development opportunities
18. Paid parental and volunteer leave
19. Cycle-to-work scheme and wellbeing benefits
20. Hybrid and flexible working options
21. Career progression based on impact, not tenure
22. Opportunities for global mobility across FNZ offices worldwide
23. A collaborative, supportive, and motivating work environment
Ready to take the next step in your financial services career?
Apply now to become a Senior Transfers Officer at FNZ.
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