Transfers Associate

4 weeks ago

London, United Kingdom Fundment Full time

The Company

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Associate to join our outstanding Operations Team. This role will report into Head of Transfers.


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 Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.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 Associate 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 Client Services Operations Team when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform.

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 respond to emails in a timely manner
  • Liaise with other financial institutions and intermediaries to facilitate smooth 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.

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

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.
  • Generous 28 days annual leave plus bank holidays
  • Enhanced maternity/paternity/adoption leave
  • 6% employer contribution
  • Private healthcare
  • 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 within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.

  • Senior Transfers Associate

    1 week ago

    London, United Kingdom Meraki Talent Limited Full time

    Meraki Talent are currently working with an established Investment Management company who are looking to hire a Senior Transfers Associate in their offices In Stratford! This is a great opportunity someone who is looking to get into Investment operations, and learn some valuable skills which will be sought after in the near future. Responsibilities of the...

  • Transfers Associate

    3 weeks ago

    London, United Kingdom Fundment Full time

    The Company Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Associate to join our outstanding Operations Team. This role will report into Head of Transfers. Fundment is transforming the platform experience for advice firms and their clients. Our...

  • Transfers Associate

    4 weeks ago

    London, Greater London, United Kingdom Fundment Full time

    About the RoleWe are seeking a highly skilled Transfers Associate to join our Operations Team in London. As a key member of our team, you will be responsible for managing and executing client transfer requests, ensuring seamless operations within our investment platform.The successful candidate will have a strong understanding of UK financial services...

  • Transfers Associate

    4 weeks ago

    Greater London, United Kingdom Fundment Full time

    The CompanyFundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Associate to join our outstanding Operations Team. This role will report into Head of Transfers.Fundment is transforming the platform experience for advice firms and their clients. Our technology...

  • Transfers Associate

    4 weeks ago

    Greater London, United Kingdom Fundment Full time

    The CompanyFundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Associate to join our outstanding Operations Team. This role will report into Head of Transfers.Fundment is transforming the platform experience for advice firms and their clients. Our technology...

  • Transfers Associate

    4 weeks ago

    Greater London, United Kingdom Fundment Full time

    The CompanyFundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers & Operations Associate to join our outstanding Operations Team. This role will report into Head of Transfers.Fundment is transforming the platform experience for advice firms and their clients. Our technology...

  • Transfer Pricing Associate Director

    1 week ago

    London, United Kingdom Cedar Recruitment Full time

    Associate Director - Transfer PricingTop 10 FirmOverviewA dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth.Key ResponsibilitiesLead transfer...

  • Transfer Pricing Associate Director

    1 week ago

    City of London, United Kingdom Cedar Recruitment Full time

    Associate Director - Transfer Pricing Top 10 Firm OverviewA dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth. Key Responsibilities Lead...

  • Transfer Pricing Senior Associate

    1 week ago

    London, United Kingdom Pro-Tax Recruitment Full time

    **Transfer Pricing Senior Associate - London** Join a leading international tax and transfer pricing team that has seen year on year double digit growth. With clients ranging from FTSE20 to FTSE350 and entrepreneurial start ups, the role will see you providing Transfer Pricing advisory services for a wide range of clients with an international...

  • Transfer Pricing Associate Director

    2 weeks ago

    London, United Kingdom Cedar Full time

    Associate Director - Transfer Pricing Top 10 Firm OverviewA dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth. Key Responsibilities Lead...

  • Transfer Pricing Associate Director

    2 weeks ago

    London, United Kingdom Cedar Recruitment Careers Full time

    Associate Director - Transfer PricingTop 10 FirmOverviewA dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth.Key ResponsibilitiesLead transfer...

  • Transfer Pricing Associate Director

    2 weeks ago

    City of London, United Kingdom Cedar Full time

    Associate Director - Transfer PricingTop 10 FirmOverviewA dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth.Key ResponsibilitiesLead transfer...

  • Transfer Pricing Expert

    3 weeks ago

    London, Greater London, United Kingdom Impellam Group Full time

    Impellam Group is seeking a highly skilled Transfer Pricing Manager to join its dynamic Tax team in London. This 12-month contract role offers an exciting opportunity for experienced professionals to take ownership of key projects and deliverables in relation to Transfer Pricing matters across EMEA.Main Responsibilities:Identify and advise on risks...

  • Transfer Pricing Associate Director

    2 weeks ago

    City of London, United Kingdom Cedar Full time

    Associate Director - Transfer Pricing Top 10 Firm Overview A dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth. Key Responsibilities Lead...

  • Transfer Pricing Associate Director

    2 weeks ago

    City of London, United Kingdom CV-Library Full time

    Associate Director - Transfer Pricing Top 10 Firm Overview A dynamic opportunity to lead and develop within a growing Transfer Pricing team, providing practical and commercial advice to a diverse client base across industries. This role offers autonomy, flexibility, and scope to shape strategy and contribute to business growth. Key Responsibilities Lead...

  • Transfer Pricing Fs Associate Director London

    2 weeks ago

    London, United Kingdom Pro-Tax Recruitment Full time

    **Transfer Pricing FS Associate Director London** My Big 4 client in London is looking to hire an Associate Director into the Financial Services Transfer Pricing Team. This team work with the largest banks, investment managers, insurers, real estate and private equity clients. As part of our Transfer Pricing team, you would have the ability to work on part...

  • European Transfer Pricing Manager

    4 days ago

    London, United Kingdom Pro-Tax Recruitment Full time

    Working as part of an expert global Transfer Pricing team and also the supporting the UK/European Tax Leadership, you will be in charge of all UK and European TP reporting, compliance, risk mitigation and planning. There will also be the opportunity to particpate in international projects in areas such as technology transformation, planning as part of the...

  • Transfer Pricing Manager

    3 weeks ago

    London, Greater London, United Kingdom Impellam Group Full time

    Job Title:Transfer Pricing Manager - EMEAAbout the Role:We are seeking an experienced Transfer Pricing Manager to join our successful and dynamic Tax team in London. As a key member of our team, you will be responsible for overseeing Transfer Pricing matters in EMEA.Main Responsibilities:Identify and advise on risks associated with existing Transfer Pricing...

  • Associate - Transfer Pricing

    2 weeks ago

    London, United Kingdom Alvarez and Marsal Full time

    **Description** Alvarez & Marsal Taxand, an affiliate of Alvarez & Marsal (A&M), a leading global professional services firm, is an independent tax group made up of experienced tax professionals dedicated to providing customized tax advice to clients and investors across a broad range of industries. Its professionals extend A&M's commitment to offering...

  • QA Associate

    2 weeks ago

    London, United Kingdom Hyper Recruitment Solutions Ltd Full time

    I'm currently looking for a QA Associate with extensive experience within Validation to join a leading Gene Therapy business based in North London. As the QA Associate, you will be responsible for the following validation and qualification activities acrossmanufacturing and laboratory environments. KEY DUTIES AND RESPONSIBILITIES: Your duties as the QA...