Transfer Officer

Team Responsibilities:

• Manage all Transfer processes efficiently and accurately via both electronic and paper processing.
• Ensuring all Transfer processes meet regulatory and industry standards.
• Liaise with other Operational Teams in order to complete tasks and resolve any issues.
• Assist other team members with issues as and when required.
• Review and enhance operational processes on a regular basis.
• Maintain and create Transfer procedures.
• Interact with clients on a weekly basis.
• Actively manage and reduce any outstanding client queries and issues.
• Monitor and action Fund Manager Reports on a daily basis.
• Work closely with Business Risk Champions and Senior Officers to identify and manage operational risk.

Specific Role Responsibilities:

• To transfer platform holdings in and out of FNZ custody on a daily basis.
• Issuing Stock Transfer Forms to Fund Managers.
• Working with Electronic Transfer Solutions for Re-Registration.
• Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions.
• Ensure that all platform assets are re-registered within KPI SLA timeframes.
• Perform investigation on Transfer in and Out requests.
• Managing Pension Cash Transfers for both manual and electronic requests.
• Agree Trade Settlement with counterparties and submitting requests to Broker/Crest.
• Support inbound calls from Corporate Clients and Plan Managers.
• Report team MI on a daily basis.

What we offer:

• Be part of a successful company that continues to grow and expand into new markets
• Unique exposure to UK markets and a broad range of investment products
• Global career opportunities
• Friendly, open and motivating work environment
• Cycle to work scheme
• Fully paid private health and life insurance plus other add on benefits
• Fully paid training development opportunities
• Paid parental leave
• Flexible working
• Volunteer leave

What we are looking for:

• Degree educated in a relevant subject
• Experience of delivering an excellent level of service to customers - e.g., in a retail or contact centre environment
• Experience in using Excel for data analysis
• The ability to work accurately and to deadlines
• Excellent interpersonal and communication skills
• Knowledge of banking and Financial Services (desirable)
• Able to demonstrate understanding of FCA regulations (desirable)

What will you need to succeed at FNZ

• A can-do, adaptable approach. FNZ moves fast - you will need to be willing to learn new things quickly
• You will be a self-starter
• High level problem solving and quantitative reasoning
• Work well in a team and build collaborative relationships with stakeholders Strong attention to detail