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Transfers and Operations Manager

4 months ago

Greater London, United Kingdom Fundment Full time

The Company


Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Manager to join our outstanding Operations Team.

Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.

The role

The transfers and Operations Manager plays a critical role in managing and executing client transfer requests, ensuring seamless operations within our investment platform. You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that Fundment offer, so a good understanding of the product types and regulatory details required to accept transfers would be required. You will also be responsible for providing support to the Platform and Operations Managers when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform and continually seeking to improve processes to make them more efficient.

Key responsibilities:

  • Manage incoming and outgoing transfer requests, ensuring they are executed accurately and in a timely manner
  • Perform daily reconciliation, account checks and other compliance checks to ensure processing within agreed timeframes
  • Handle volume telephone calls to resolve queries and provide client information
  • Respond to email queries in a timely manner
  • Liaise with other financial institutions and intermediaries to facilitate smooth transfers
  • Maintain up-to-date knowledge of regulatory requirements related to transfer and operations within the financial services sector in the UK
  • Work closely with other internal teams to address and resolve adviser queries and issues related to transfers
  • Collaborate with the technical team to identify and implement improvements to the transfer process and associated administration, enhancing efficiency and adviser experience

If you are passionate about making a difference in a small team and looking for a values driven company where you can share your ideas and thrive, please apply with your CV and a short summary of why you’d like to work at Fundment - we’d love to hear from you:

Essential Requirements:

  • 1 years+ experience within financial services, particularly in transfers, operations or similar
  • Strong understanding of UK financial services regulatory environment
  • Understanding of tax wrappers
  • Excellent communication skills with the ability to explain complex processes
  • Strong problem solving skills able to address challenging situations
  • Proficient in technology and software tools, able to adapt quickly to new systems
  • Data driven mindset
  • High level of attention to detail, able to manage multiple priorities
  • Enjoys team collaboration and sharing knowledge
  • Motivated to develop career in a fast moving technology driven environment

Desirable:

  • Relevant degree/qualifications in finance or related fields, IOC qualification preferred
  • Knowledge of investment platforms highly desirable

Why join us?

Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of operational aspects and understand how we improve efficiency and do things differently at Fundment.

We support our team with the flexibility to work on a hybrid basis, 2-3 days a week in our London office. (Fitzrovia)

  • Generous 28 days annual leave plus bank holidays
  • Enhanced maternity/paternity/adoption leave
  • 6% employer contribution
  • Private healthcare
  • Equity options
  • Training and Development/Qualification Sponsorship (IOC or FA2)

Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.

We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.

We will evaluate applications and respond within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.

No agencies please.