Asset Transfers Analyst

2 weeks ago


London Area, United Kingdom JJ SEARCH LIMITED Full time

SALARY 35-45K


The Company

Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.


The Role


This role is a 6 month FTC


The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio records are accurate and reflect all assets transferred in the firms system.


The Asset Transfers Analyst will work closely with the Settlements and Clients services team ensuring all records on any transferred accounts are fully compliant, as well as communicating with the Front Office team, keeping them informed of all progress on transfers and ISA subscriptions.


The Asset Transfers Analyst is to work alongside the Transfers Manager on a daily basis, recording, collating and the distribution of any key management information required.


The Asset Transfers Analyst will confidently provide support and input into necessary system changes and any Figaro upgrades and patches, ensuring any new or changing Transfers and ISA functionality is properly understood and tested.


The Asset Transfers Analyst is to ensure all procedure/policy documents are in place and are periodically reviewed and kept up to date.


The Asset Transfers Analyst will work with a team to develop ways to improve processes and procedures as well as any Ad-hoc issue troubleshooting/problem solving.


The Candidate

Strong Asset transfer experience with a UK Wealth Manager or Stockbroker.


Strong ISA experience/knowledge including HMRC returns


Good team player but capable of organising own workload.

Good communication skills, both written and verbal.


A creative and proactive approach to problem solving


Strong organisation skills.


Self-motivation.



  • London Area, United Kingdom JJ SEARCH LIMITED Full time

    SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client...


  • London, United Kingdom JJ Search Full time

    The Company  Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.   The Role    This role is a 6 month FTC   The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    Job Description SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions,...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    SALARY 35-45KThe Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.The Role This role is a 6 month FTCThe Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio records are accurate and reflect...


  • London, United Kingdom JJ SEARCH LIMITED Full time

    Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio records are accurate and reflect...


  • London, Greater London, United Kingdom JJ Search Full time

    Job OverviewWe are seeking an experienced Asset Transfers Analyst to join our team at JJ Search, based in London.This role is a 6 month fixed-term contract.


  • London, United Kingdom Close Brothers Group Full time

    The incoming hire will assist the Lead Associate - Transfers and Senior Manager – Asset Servicing in the essential administration and processing of all Winterflood Business Services (WBS) client requests to transfer assets to or from the WBS service.This is to be done whilst adhering to regulatory & product specific requirements, control the...


  • London, Greater London, United Kingdom Seven Investment Management LLP Full time

    Key Responsibilities:Process transfer requests from 7IM relationship management teams and liaise with third parties regarding settlement and inputting instructions into Pershing NEXUS system.Communicate with counterparties, fund managers, and custodians to manage the smooth and timely transition of client assets to and from 7IM.Efficiently track and report...


  • London, United Kingdom Pure Full time

    A leading FMCG Group is looking for a skilled Transfer Pricing Analyst to join their EMEA team based in London. This role involves supporting intercompany transactions for core businesses within the EMEA region, covering planning, monitoring, documentation, and defence of transfer pricing policies. The ideal candidate will have experience in transfer...

  • M&A FIG

    3 months ago


    London Area, United Kingdom Selby Jennings Full time

    M&A Analyst - FIG Sector Opportunity in LondonOur client, a Mid-Market Boutique Investment Bank, is seeking a highly motivated M&A Analyst to join our dynamic Financial Institutions Group (FIG) team based in the heart of London. This permanent position offers an exciting opportunity for immediate involvement within an experienced and cohesive unit, comprised...


  • London, United Kingdom Pure Full time

    A leading FMCG Group is looking for a skilled Transfer Pricing Analyst to join their EMEA team based in London. This role involves supporting intercompany transactions for core businesses within the EMEA region, covering planning, monitoring, documentation, and defence of transfer pricing policies. The ideal candidate will have experience in transfer...

  • Tax Analyst

    1 month ago


    London, United Kingdom Amazon TA Full time

    Amazon is seeking an experienced Transfer Pricing Analyst to join our EMEA transfer pricing team in London. The role is focused on supporting Amazon's related party transactions for its core Stores businesses within EMEA. This is a mixed role covering planning, monitoring, documentation and defence of Amazon's TP policies.The candidate should have transfer...

  • Tax Analyst

    1 month ago


    london, United Kingdom Amazon TA Full time

    Amazon is seeking an experienced Transfer Pricing Analyst to join our EMEA transfer pricing team in London. The role is focused on supporting Amazon's related party transactions for its core Stores businesses within EMEA. This is a mixed role covering planning, monitoring, documentation and defence of Amazon's TP policies.The candidate should have transfer...


  • London, United Kingdom Point72 Asset Management, L.P Full time

    Point72 Academy 2024 Investment Analyst Program for Experienced Professionals We’re training the next generation of Point72 discretionary investment professionals. The Point72 Academy Program is a ten-month paid training program designed to introduce you to the buy-side and prepare you for a career as a Long/Short Equity Financial Analyst at Point72. ...

  • Tax Analyst

    1 week ago


    London, United Kingdom Amazon TA Full time

    Amazon is seeking an experienced Transfer Pricing Analyst to join our EMEA transfer pricing team in London. The role is focused on supporting Amazon's related party transactions for its core Stores businesses within EMEA. This is a mixed role covering planning, monitoring, documentation and defence of Amazon's TP policies. The candidate should have...

  • Tax Analyst

    1 week ago


    London, United Kingdom Amazon TA Full time

    Amazon is seeking an experienced Transfer Pricing Analyst to join our EMEA transfer pricing team in London. The role is focused on supporting Amazon's related party transactions for its core Stores businesses within EMEA. This is a mixed role covering planning, monitoring, documentation and defence of Amazon's TP policies. The candidate should have...


  • City Of London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Job Title: Senior Transfer Pricing Manager - Asset Management SpecialistJob Summary:The successful candidate will be responsible for delivering transfer pricing advice and documentation projects within the asset management sector.Deliver transfer pricing advice and documentation projects within the asset management sectorWork with the transfer pricing...