Transfers Manager

6 months ago


Birmingham, United Kingdom FIS Full time

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

General Equivalency Diploma

Travel Percentage :

0%

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team:

Platform Securities are market leaders in the back-office outsourcing services to stockbrokers and wealth managers in UK and Europe.

Platform Securities have been servicing the financial services industry for over 15 years. They are highly regulated and have one of the highest levels of authorisation from the UK Financial Conduct Authority.

Main Responsibilities:

  • Lead a team of Transfers Case Handlers to guide the team and/or proactively assist in production issues and queries

  • Subject Matter Expert in UK Transfers and systems, including Equisoft, CREST, UBS and Clearstream

  • Manage Risk to ensure compliance/regulations are being met, and raise necessary internal risks and put in place appropriate measures to manage risk

  • Manage client relationships to ensure that our SLAs are adequately measured, and that clients are kept aware of our case management and any issues

  • Liaise internally with colleagues to resolve disputes / complete work items, and make recommendations on matters affecting productivity, efficiency, service or problem resolution

  • Complete regular MI and other Management updates for necessary committees as required

  • Maintains up-to-date procedure manuals and writes drafts for changes to procedures.

  • Other related duties assigned as needed.

What you bring:

  • Knowledge of Wealth Management principles, operations and processes, including a strong working knowledge of Transfers processing and counterparty best practice gained from several years working in that environment

  • Working experience of Equisoft (Altus), UBS, Clearstream and CREST

  • Detail-oriented and customer-driven, focusing on providing the highest quality products and services to FIS internal and external clients

  • Strong management, organizational and workload management skills

  • Excellent verbal and written communication skills

  • Effective analytical, problem-solving, team and time management skills

What we offer you:

  • Attractive benefits including private medical cover, dental cover, and travel insurance

  • Competitive salary

  • A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities

  • A work environment built on collaboration, flexibility and respect

  • A broad range of professional education and personal development possibilities – FIS is your final career step

#LI-LT1

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the .

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass



  • Birmingham, United Kingdom KPMG-UnitedKingdom Full time

    Job description Recognised in the market-place for our technical excellence - Transfer Pricing at KPMG is an integral part of the firm's global community. Our diverse team focuses on compliance and/or advisory services, providing sustainable tax advice to clients, that not only helps to deliver compliance, but also supports their wider commercial objectives....


  • Birmingham, Birmingham, United Kingdom Oliver James Associates Ltd. Full time

    About Us">Oliver James Associates Ltd. is a leading partner-led pensions consultancy seeking a highly skilled Risk Transfer Specialist to help defined benefit pension schemes manage their liabilities and reduce risk.We are pleased to be working with clients who require expert advice on de-risking strategies and transaction management for a range of client...


  • Birmingham, Birmingham, United Kingdom BDO Full time

    BDO, a leading accountancy and business advisory firm, seeks an experienced Transfer Pricing Manager to join its dynamic Tax team. As a key member of the team, you will be responsible for managing a portfolio of existing clients and contributing to the development of targets to ensure continued business growth.About BDOWe are a forward-thinking firm that...


  • Birmingham, United Kingdom Ambitious Group Full time

    **Business Transfer Agent - Birmingham - Up to £55,000 basic salary + car allowance + COMMS** This position is ideal for people who are working at a Valuer, Branch Manager or Regional Manager Level in Estate Agency or anyone who has previously worked in Commercial Business Transfer. Already the market leader in the UK, this company are an exciting and...


  • Birmingham, United Kingdom Ambitious Group Full time

    **Business Transfer Agent - Birmingham - £45,000 to £50,000 basic salary + car allowance + COMMS** **A full career worth of progression** **Hybrid working pattern after probation** Already the market leader in the UK, this company are an exciting and progressive firm who put investing in their people at the heart of the vision and as such offer highly...


  • Birmingham, United Kingdom CV-Library Full time

    Position: Pensions Transfer/SQL Data Migration Specialist Location: Fully Remote Type: Rolling Contract Summary We are assisting a leading financial services client who specialises in comprehensive pension management solutions. Our client is seeking a highly skilled Pensions Transfer/SQL Data Migration Specialist to join their dynamic team.   Key...


  • Birmingham, United Kingdom Jumar Solutions Full time

    Position: Pensions Transfer/SQL Data Migration SpecialistLocation: Fully RemoteType: Rolling ContractSummaryWe are assisting a leading financial services client who specialises in comprehensive pension management solutions. Our client is seeking a highly skilled Pensions Transfer/SQL Data Migration Specialist to join their dynamic team. Key...


  • Birmingham, United Kingdom Oliver James Associates Full time

    Leading partner-led pensions consultancy seeking a Risk Transfer Consultant to help defined benefit pension schemes help settle liabilities and reduce risk | Birmingham, London or Scotland Oliver James are pleased to be working with a leading partner-led pensions consultancy seeking a Risk Transfer Consultant to help defined benefit pension schemes help...


  • Birmingham, Birmingham, United Kingdom Oliver James Associates Ltd. Full time

    Company OverviewOliver James Associates Ltd. is a leading partner-led pensions consultancy seeking an experienced professional to help defined benefit pension schemes settle liabilities and reduce risk.We are looking for a talented individual to join our team and contribute to the success of our clients in Birmingham, London or Scotland.Job DescriptionYou...


  • Birmingham, United Kingdom University Hospitals Birmingham Full time

    **Job summary**: We are currently seeking enthusiastic Transfer Practitioners for the ACCOTS service hosted by University Hospitals Birmingham. The ACCOTS is based at Union Park, West Bromwich, all shifts start and end from this base. The Adult Critical Care Coordination Transfer Service (ACCOTS) is based in the Midlands region and provides coordination,...


  • Birmingham, United Kingdom CV-Library Full time

    Business Development Manager (Fluid/Air Transfer Systems) Birmingham £55,000 - £60,000 + Management Bonus Scheme + Car Allowance + Private Healthcare + International Travel + Company Benefits **Automotive and Tube Products Experience Please Apply** Are you an ambitious and driven Business Development Manager with links to tier 1 or tier 2...


  • Birmingham, Birmingham, United Kingdom Auburn University Full time

    Role OverviewAuburn University seeks an experienced professional to lead the commercialization of its intellectual property portfolio. This key position will focus on developing and executing strategies for licensing university-developed technologies, engaging with industry partners, and fostering innovation through technology transfer.Key...


  • Birmingham, United Kingdom Omega Resource Group Full time

    Supply Chain Manager Deeside Salary dependant on experience Permanent My client is a global leader in the aerospace industry and is on the lookout for a Supply Chain Manager to join their ever-growing team based in Deeside.Key Responsibilities – Supply Chain Manager Main point of liaison between the business and the supply chain resources in the LCE...


  • Birmingham, United Kingdom GKN Aerospace Full time

    Fantastic challenges. Amazing opportunities. GKN Aerospace is reimagining air travel: going further, faster and greener! Fuelled by great people whose expertise and creativity sets the standards in our industry, we’re inspired by the opportunities to innovate and break boundaries. We’re proud to play a part in protecting the world’s democracies. And...


  • Birmingham, Birmingham, United Kingdom University of Birmingham Full time

    Job DescriptionAt the University of Birmingham, we are committed to helping our staff develop and thrive in their careers. We are seeking an experienced Senior Operations Manager to join our Research and Knowledge Transfer team.


  • Birmingham, Birmingham, United Kingdom Oliver James Associates Ltd. Full time

    Pensions De-Risking ConsultantWe are seeking a highly skilled Defined Benefit Pensions Manager to join our team and lead the delivery of de-risking solutions for our clients.This is an excellent opportunity for someone with experience in risk transfer, defined benefit pensions, and project management, who is passionate about delivering high-quality outcomes...


  • Birmingham, United Kingdom Applause IT Ltd Full time

    Job Title: Data Integration AnalystWe are seeking an experienced Data Integration Analyst to join our team at Applause IT Ltd.This role involves collaborating with cross-functional teams across the UK and Ireland, with occasional travel to Birmingham and potential opportunities for US-based projects. As a Data Integration Analyst, you will be responsible for...


  • Birmingham, United Kingdom JAC Recruitment Full time

    Japanese Manufacturing Company seeks: Management Accountant Location: Birmingham Salary: Negotiable • Using QAD to extract data into Excel and then to Produce Journals required to support • The production of Monthly Management Accounts per UK GAAP (in Excel) • The production of Monthly Consolidation Pack for Submission to Head Office (in Excel) •...

  • Management Accountant

    2 months ago


    Birmingham, United Kingdom CV-Library Full time

    Japanese Manufacturing Company seeks: Management Accountant Location: Birmingham Salary: Negotiable • Using QAD to extract data into Excel and then to Produce Journals required to support • The production of Monthly Management Accounts per UK GAAP (in Excel) • The production of Monthly Consolidation Pack for Submission to Head Office (in...


  • Birmingham, Birmingham, United Kingdom Auburn University Full time

    Job SummaryAuburn University's Office of the Sr. Vice President for Research and Economic Development is seeking a highly skilled Intellectual Property Portfolio Manager to lead the commercialization of the university's life sciences intellectual property portfolio.This role will focus on research, assessment, and marketing of University IP, negotiating the...