Transfers Officer ( 6 month Fixed term contract )
Cheshire - hybrid
Salary - dependent on experience
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
For more information, please reach out to Mary Pearson on - .
Reasonable Adjustments:
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