Transfers Officer

9 hours ago

Edinburgh, United Kingdom FNZ Full time

Transfers Officer9 month FTCEdinburghHybridompetitiveexcellent benefitscareer progressionAre 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 DoingYou’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 IncludeManaging all transfer processes via electronic and paper methodsTransferring platform holdings in and out of FNZ custody on a daily basisIssuing stock transfer forms and working with electronic transfer solutions for re-registrationEnsuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positionsInvestigating transfer requests and resolving client queriesLiaising with counterparties to agree trade and settlement instructionsMonitoring fund manager reports daily and taking action where neededSupporting inbound calls from corporate clients and plan managersReporting team MI and supporting continuous process improvementWhat We’re Looking ForYou’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 AttributesDegree educated (or equivalent experience)Strong customer service background (retail, contact centre, or similar)Proficient in Excel and data analysisExcellent communication and interpersonal skillsAble to work accurately and meet deadlinesStrong attention to detail and problem-solving abilityKnowledge 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 OfferCompetitive salaryPrivate health and life insurance, plus additional benefitsFully funded training and development opportunitiesPaid parental and volunteer leaveCycle-to-work scheme and wellbeing benefitsHybrid and flexible working optionsCareer progression based on impact, not tenureOpportunities for global mobility across FNZ offices worldwideA collaborative, supportive, and motivating work environmentReady to take the next step in your financial services career?Apply now to become a Transfers Officer at FNZ.About FNZFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

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