Transfers Analyst
5 months ago
We’re on the lookout for a Client Solutions Transfer Analyst to join our user Client Solutions Operations teams.
Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling our advisers to get the best outcome for their clients.
You’ll also have accountability for highlighting where a control could be improved and aid the design and implementation of this to ensure we best service the needs of our clients and safeguard our clients’ money. You will need to understand the consequences of all actions and manage these in line with our risk framework.
Example: You’ll spend your time:
Servicing our clients, whether that be by applying money, handling queries, processing a transfer or handling pension queries.Have the ability to adapt and support across the breadth of the departmentSharing your knowledge across the user operations team and wider businessEnsuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journeyA bit about you
Your friends would probably describe you as the “super-organised” one, ridiculously well planned and someone who takes time to really understand people and their needs. You’re the type of person who asks great questions to understand expectations but can react like lightening to solve problems as they occur.
You love mentoring others and get a real kick out of encouraging the right behaviours, supporting our core values and personally demonstrating these. You’ll set the bar high on performance even when stretching for the team, creating a team environment where high performance is the norm.
We’ve always placed more importance on cultural contribution above technical ability, but we’d really like you to have/be:
Previous experience in the financial services industry and ideally working with a wrap platformExcellent relationship building skillsAble to prioritise the high impact work, but never neglect the detailsExcellent communication skills – We need you to be completely comfortable representing our culture and values, with an emphasis on a speedy, friendly styleAble to anticipate the needs of those you work with, juggling conflicting prioritiesThe ability to think laterally and come up with new solutions to old problemsHelping people makes you happyA little about us
We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Are we a perfect match? Check out and find out
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion.
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
-
Senior Settlements
3 months ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeSenior Settlements / Transfers AnalystGlasgowPermanentMeraki Talent’s Financial Services client are looking for a Senior Settlements / Transfers Analyst to join their team in Glasgow. This is a great opportunity to be part of a dynamic and fast growing business and help shape the future of the firm and their operational processes.Responsibilities of the...
-
Senior Settlements
3 months ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeSenior Settlements / Transfers AnalystGlasgowPermanentMeraki Talent’s Financial Services client are looking for a Senior Settlements / Transfers Analyst to join their team in Glasgow. This is a great opportunity to be part of a dynamic and fast growing business and help shape the future of the firm and their operational processes.Responsibilities of the...
-
Senior Settlements
2 months ago
Glasgow, United Kingdom Meraki Talent Ltd Full timeSenior Settlements / Transfers AnalystGlasgowPermanentMeraki Talent’s Financial Services client are looking for a Senior Settlements / Transfers Analyst to join their team in Glasgow. This is a great opportunity to be part of a dynamic and fast growing business and help shape the future of the firm and their operational processes.Responsibilities of the...
-
Senior Settlements
2 months ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeJob OverviewSenior Settlements / Transfers SpecialistMeraki Talent Ltd's Financial Services client is seeking a highly skilled Senior Settlements / Transfers Specialist to join their team. This is an excellent opportunity to be part of a dynamic and fast-growing business and contribute to the development of the firm's operational processes.Key...
-
Senior Settlements
2 months ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeJob OverviewSenior Settlements / Transfers SpecialistMeraki Talent Ltd's Financial Services client is seeking a highly skilled Senior Settlements / Transfers Specialist to join their team. This is an excellent opportunity to be part of a dynamic and fast-growing business and contribute to the development of the firm's operational processes.Key...
-
Financial Services Transfer Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Collaborate with colleagues...
-
Financial Services Transfer Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Collaborate with colleagues...
-
Senior Settlements Analyst
2 weeks ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeMeraki Talent Ltd **Job Title:** Senior Settlements / Transfers Analyst **Job Summary:** We are seeking a highly skilled Senior Settlements / Transfers Analyst to join our client\u2019s team in Glasgow. As a key member of the financial services team, you will be responsible for ensuring the timely settlement of trades, processing transfers, and...
-
Financial Services Transfer Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Financial Services Transfer Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Financial Services Transfer Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Financial Services Transfer Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Senior Settlements Analyst
1 month ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeSenior Settlements / Transfers AnalystGlasgowPermanentMéraki Talent Ltd's Financial Services client is seeking a Senior Settlements / Transfers Analyst to join their team in Glasgow. This is a great opportunity to be part of a dynamic and fast-growing business and help shape the future of the firm and their operational processes.Key...
-
Senior Settlements Analyst
1 month ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeSenior Settlements / Transfers AnalystGlasgowPermanentMéraki Talent Ltd's Financial Services client is seeking a Senior Settlements / Transfers Analyst to join their team in Glasgow. This is a great opportunity to be part of a dynamic and fast-growing business and help shape the future of the firm and their operational processes.Key...
-
Financial Services Transfer Specialist
4 days ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeWe're seeking a skilled Client Solutions Transfer Analyst to join our user Client Solutions Operations teams. This role requires exceptional customer service skills, with a focus on maintaining a healthy balance between delivering on customer needs and expectations, while managing a dynamic and varied workload.As a Client Solutions Transfer Analyst, you'll...
-
Financial Services Transfer Specialist
4 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Financial Services Transfer Specialist
3 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Transfer Analyst to join our Client Solutions Operations team. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring the smooth operation of our transfer processes.Key ResponsibilitiesManage multiple queries and prioritize tasks to meet agreed timeframes.Identify...
-
Financial Services Transfer Specialist
2 weeks ago
Glasgow, Glasgow City, United Kingdom Nucleus Financial Full timeAbout the RoleWe're seeking a skilled Client Solutions Transfer Analyst to join our Client Solutions Operations teams. As a key member of our team, you'll play a vital role in delivering exceptional customer service and ensuring seamless transfer operations.Key ResponsibilitiesManage multiple queries and ensure timely resolution to meet customer...
-
Senior Settlements Analyst
1 week ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeJob Title: Senior Settlements AnalystJob Summary:We are seeking a highly skilled Senior Settlements Analyst to join our team at Meraki Talent Ltd. The successful candidate will be responsible for ensuring the timely settlement of trades, processing transfers, and maintaining records on relevant systems.Key Responsibilities:Ensuring the timely settlement of...
-
Senior Settlements Analyst
4 weeks ago
Glasgow, Glasgow City, United Kingdom Meraki Talent Ltd Full timeJob OverviewMeraki Talent Ltd is seeking a highly skilled Senior Settlements / Transfers Analyst to join their team in a dynamic and fast-growing business.This is an excellent opportunity for a driven individual to shape the future of the firm and their operational processes.Key ResponsibilitiesEnsure timely settlement of trades and maintain accurate records...
