Transfers Officer
9 month FTC
Edinburgh
Hybrid
£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 Transfers Officer to join FNZ’s Investment Operations team in Edinburgh. In this role, you’ll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service.
What you’ll be doing:
You’ll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.
Your responsibilities will include:
1. Managing all transfer processes via electronic and paper methods
2. Transferring platform holdings in and out of FNZ custody on a daily basis
3. Issuing stock transfer forms and working with electronic transfer solutions for re-registration
4. Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
5. Investigating transfer requests and resolving client queries
6. Liaising with counterparties to agree trade and settlement instructions
7. Monitoring fund manager reports daily and taking action where needed
8. Supporting inbound calls from corporate clients and plan managers
9. 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 beneficial but not essential – full training will be provided.
Key skills and attributes:
10. Degree educated (or equivalent experience)
11. Strong customer service background (retail, contact centre, or similar)
12. Proficient in Excel and data analysis
13. Excellent communication and interpersonal skills
14. Able to work accurately and meet deadlines
15. Strong attention to detail and problem-solving ability
16. 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:
17. Competitive salary
18. Private health and life insurance, plus additional benefits
19. Fully funded training and development opportunities
20. Paid parental and volunteer leave
21. Cycle-to-work scheme and wellbeing benefits
22. Hybrid and flexible working options
23. Career progression based on impact, not tenure
24. Opportunities for global mobility across FNZ offices worldwide
25. A collaborative, supportive, and motivating work environment
Ready to take the next step in your financial services career?
Apply now to become a Transfers Officer at FNZ.
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