Asset Transfers Analyst
2 weeks ago
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.
-
Asset Transfers Analyst
24 hours ago
London Area, United Kingdom JJ SEARCH LIMITED Full timeSALARY 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...
-
Asset Transfers Analyst
3 weeks ago
London, United Kingdom JJ Search Full timeThe 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...
-
Asset Transfers Analyst
1 day ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY 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...
-
Asset Transfers Analyst
1 day ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY 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...
-
Asset Transfers Analyst
2 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeJob 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,...
-
Asset Transfers Analyst
2 weeks ago
London, United Kingdom JJ SEARCH LIMITED Full timeSALARY 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...
-
Analyst - Asset Management
1 day ago
London, United Kingdom JJ SEARCH LIMITED Full timeOur 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...
-
Analyst - Asset Management
1 day ago
London, United Kingdom JJ SEARCH LIMITED Full timeOur 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...
-
Asset Transfers Specialist
2 weeks ago
London, Greater London, United Kingdom JJ Search Full timeJob 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.
-
Analyst (Transfers) - Asset Servicing
2 months ago
London, United Kingdom Close Brothers Group Full timeThe 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...
-
Asset Transfer Specialist
4 weeks ago
London, Greater London, United Kingdom Seven Investment Management LLP Full timeKey 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...
-
Transfer Pricing Senior Tax Analyst
9 hours ago
London, United Kingdom Pure Full timeA 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 timeM&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...
-
Transfer Pricing Senior Tax Analyst
9 hours ago
London, United Kingdom Pure Full timeA 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 timeAmazon 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 timeAmazon 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...
-
Private Asset Investment Specialist
10 hours ago
London, United Kingdom Point72 Asset Management, L.P Full timePoint72 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 timeAmazon 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 timeAmazon 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...
-
Senior Transfer Pricing Manager
4 weeks ago
City Of London, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob 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...