Transfers Officer

2 weeks ago

Edinburgh, Edinburgh, United Kingdom FNZ Full time
Role Description


FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.


Working within the FNZ Investment Operations Function you will be responsible for the processing and settlement of all financial transactions made by FNZ's clients.

The team is also tasked with processing corporate distributions and dividends, reconciling client positions and identifying and resolving fund issues.

You will have the opportunity to work within different teams helping you to develop and gain all the skills and knowledge you need to progress in your career.

The Transfers Officer is responsible for the management of assets transferring on and off the FNZ platform.

Team Responsibilities:

  • Manage all Transfer processes efficiently and accurately via both electronic and paper processing
  • Ensuring all Transfer processes meet regulatory and industry standards.
  • Liaise with other Operational Teams in order to complete tasks and resolve any issues
  • Assist other team members with issues as and when required
  • Review and enhance operational processes on a regular basis
  • Maintain and create Transfer procedures
  • Interact with clients on a weekly basis
  • Actively manage and reduce any outstanding client queries and issues
  • Monitor and action Fund Manager Reports on a daily basis
  • Work closely with Business Risk Champions and Senior Officers to identify and manage operational risk

Specific Role Responsibilities:

  • To transfer platform holdings in and out of FNZ custody on a daily basis.
  • Issuing Stock Transfer Forms to Fund Managers
  • Working with Electronic Transfer Solutions for Re-Registration
  • Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions
  • Ensure that all platform assets are reregistered within KPI & SLA timeframes
  • Perform investigation on Transfer in and Out requests
  • Managing Pension Cash Transfers for both manual and electronic requests
  • Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest
  • Support inbound calls from Corporate Clients and Plan Managers
  • Report team MI on a daily basis
What we are looking for Experience of delivering an excellent level of service to customers - e.g., in a retail or contact centre environment- Experience in using Excel for data analysis- The ability to work accurately and to deadlines- Excellent interpersonal and communication skills- Knowledge of banking and Financial Services (desirable)- Able to demonstrate understanding of FCA regulations (desirable)

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward.

Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world.

At FNZ we know that great impact is only possible with great teamwork. That's why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do.

It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

Customer obsessed for the long-term Think big and make an impact Act now and own it all the way Challenge, commit and win together Read more about The FNZ Way and our values:


Opportunities- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies;- Working in a flexible and agile way that meets the needs of the business and personal circumstances;- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;- We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.

Commitment to Equal Opportunities

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success.

We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals.

Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socioeconomic background, disability or military veteran status where all applicants and employees are valued and respected.

In addition, we want to ensure accessibility needs are well su

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