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Transfers officer

Basingstoke
FNZ Group
Posted: 3h ago
Offer description

Transfers Officer - Remediation

9 month FTC

Basingstoke

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 Basingstoke. In this role, you’ll manage the remediation 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 resolving asset transfer issues within the team liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

· Review transfer processes via electronic and paper methods

· Investigate the process where the transfer process has failed

· Transferring platform holdings in and out of FNZ custody on a daily basis

· Investigating transfer requests and resolving client queries

· Liaising with counterparties to agree trade and settlement instructions

· Supporting inbound calls from corporate clients and plan managers

· 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:

· Strong customer service background (retail, contact centre, or similar)

· Proficient in Excel and data analysis

· Excellent communication and interpersonal skills

· Able to work accurately and meet deadlines

· Strong attention to detail and problem-solving ability

· 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:

· Competitive salary

· Private health and life insurance, plus additional benefits

· Fully funded training and development opportunities

· Paid parental and volunteer leave

· Cycle-to-work scheme and wellbeing benefits

· Hybrid and flexible working options

· Career progression based on impact, not tenure

· Opportunities for global mobility across FNZ offices worldwide

· 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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