Transfers Officer

Transfers Officer (6 Month FTC)

London

About the Opportunity

We are partnering with a leading UK wealth and asset management firm to support the hire of a Transfers Officer on a 6-month fixed-term contract.

This is an excellent opportunity to join a well-established operations function, working within a collaborative team responsible for managing asset transfers across a broad range of client accounts and investment products.

The Role

Sitting within the Operations function and reporting to the Transfers Manager, you will play a key role in ensuring the smooth and accurate processing of client asset transfers.

You will be responsible for managing transfers end-to-end, working closely with internal stakeholders and external counterparties to deliver a high-quality client experience.

Key Responsibilities

• Process asset transfers in and out across multiple account types and platforms
• Manage internal transfers linked to client events (e.g. bereavement, trust distributions, tax changes)
• Monitor transfer progress and resolve or escalate issues as required
• Facilitate depot movements and account transitions
• Support the setup of nominee accounts and handle associated documentation
• Complete reporting uploads/downloads (e.g. IFDS)
• Liaise regularly with Fund Managers, counterparties, and internal operations teams
• Ensure compliance with FCA regulations and internal risk frameworks

About You

• Prior experience within operations in a wealth manager, investment firm, or asset manager
• Strong understanding of asset transfers and securities
• Knowledge of re-registrations and collective investments
• Experience using CREST (essential)
• High level of accuracy and attention to detail
• Able to work both independently and as part of a team
• Strong communication skills and ability to build relationships with stakeholders

Why Apply?

• Join a reputable and growing wealth management firm
• Gain exposure to a broad range of products and transfer types
• Work in a collaborative and supportive operations team