Transfers Executive

6 months ago


Glasgow, United Kingdom Meraki Full time

Meraki Talent are actively working with an Asset Management firm, based in Glasgow, who are looking to expand within their transfers operations, where you will be responsible for all actions regarding asset transfers in and out and internal transfers.

Key duties will include;
- Processing transfers, across platforms
- Processing internal transfers
- Ensure the transfer is completed, and escalate where necessary
- Setting up nominee accounts
- Providing KYC documents as required

As part of this role you will be required to liaise with fund managers, as well as internal departments, maintain client account data. It is important applicants have strong communication skills, and able to build and maintain relationships with 3rd parties, fund managers and internal parties.

Applicants should have come from a wealth management or private client asset background, where they have gained operational process experience, and have an understanding of re-registrations.

This is initially a 12month FTC, offering a hybrid approach to working.

Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Transfers, Re-Registration, Assets, Operations,
- 'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”_
- _
- Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’_


  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Operations Executive

    3 weeks ago


    Glasgow, United Kingdom Evelyn Partners Full time

    Job DescriptionJob purposeThe position requires close co-operation with all other Transfer out Team members, as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a high-quality transfer out service.Key ResponsibilitiesThe Transfers out team member is required to report directly into the...

  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    **Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Operations Executive

    2 months ago


    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...

  • Operations Executive

    2 months ago


    Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our...

  • Operations Executive

    5 months ago


    Glasgow, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Operations Executive - Transfers In & ISAs - 12 Month FTCFull-timeLocation: GlasgowEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping people and businesses to thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts,...

  • Operations Executive

    3 weeks ago


    Glasgow, United Kingdom Evelyn Partners Full time

    Job DescriptionThe position requires close co-operation with all other Transfer In Team members, as well an interaction with other operational areas across the entire business and stakeholder departments to deliver a high-quality transfer out service.To ensure all client transfers In are dealt with promptly and accurately, including liaising with external...


  • Glasgow, United Kingdom Idex Full time

    IDEX are working with this specialist broking business to appoint a new Financial Lines Account Executive to their operation based in Glasgow. Newly created, this role is part of an ongoing succession plan within the business which will see you working closely with an established Senior Executive as part of a smooth and gradual client transfer. Working...

  • Operations Executive

    3 weeks ago


    Glasgow, United Kingdom Evelyn Partners Full time

    Job DescriptionProcess Additional Permitted Subscription (APS) requests, ensuring assets  and monies are correctly drawn down against allowance and all documentation is in placeComplete Lifetime ISA Subscriptions as requested by Front OfficeCheck validity and add ISA Marker to AVALOQ System, to allow ISA SubscriptionsReview control reports around ensuring...


  • Glasgow, Glasgow City, United Kingdom PD&MS Energy (Aberdeen) Ltd. Full time

    Electrical Design Engineer RoleAt PD&MS Energy (Aberdeen) Ltd., we're committed to delivering innovative engineering solutions in the energy industry and beyond. As a Senior Electrical Engineer, you'll play a key role in executing and delivering engineering and design of technical projects. Your expertise will be essential in promoting and contributing to...


  • Glasgow, United Kingdom Meraki Full time

    Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow. Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service. This role will require applicants to build and maintain relationships...


  • Glasgow, United Kingdom Royal Mail Full time

    ​ Job reference 320126 Regional Account Executive Starting salary £34,656 increasing to £37,518 after 12 months, 10% annual bonus potential with 25 days annual leave, plus bank holidays, increasing to 27.5 days after 10 years service, and a company pension scheme with highly competitive contribution rates Permanent, Full time  This is a Hybrid...

  • Chauffeur Driver

    5 months ago


    Glasgow, United Kingdom Palladium Executive Hire Full time

    MUST have Chauffeur Experience! We are looking for a professional driver that has previous experience working in the Chauffeur industry to join our expanding team. Excellent presentation and driving skills with a clean licence are essential for this post. The hours required to work are depending on client demand and must be flexible to work weekdays and...


  • Glasgow, United Kingdom Apex Ltd Full time

    Junior Sales Executive Immediate start Key Responsibilities:Provide outstanding customer service by greeting and assisting customers in a friendly and professional manner.Utilize your sports background to anticipate customer needs and exceed their expectations.Assist customers with product selection, offering detailed information and recommendations.Working...


  • glasgow, United Kingdom Apex Ltd Full time

    Junior Sales Executive Immediate start  Key Responsibilities: Provide outstanding customer service by greeting and assisting customers in a friendly and professional manner. Utilize your sports background to anticipate customer needs and exceed their expectations. Assist customers with product selection, offering detailed information and recommendations....

  • Executive Chauffeur

    5 months ago


    Glasgow, United Kingdom XEC CARS LTD Full time

    We are a professional chauffeur company providing various transfer services for all our clients in luxury vehicles. We are looking for drivers to join us as we continue to expand our company. We are looking for the following: Full clean driving licence Discretion and confidentiality at all times Dress attire is a dark suit, white shirt and company tie/...