• Transfers SME

    Job Locations UK-Edinburgh
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    This role will provide SME support within the Transfers Team which is responsible for management of assets transferring on and off the FNZ platform.


    Team 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.


    Role Responsibilities:


    • SME; Be a process expert within the team, deal with complex issues and deliver resolution; provide support to Operations and the business as a whole based on technical knowledge of team.
    • Change; Deliver, test, implement and document any change into the team.
    • QA & MI; Support manager in reviewing work and production of MI to demonstrate effectiveness of controls within team.
    • Documentation; Review any project documentation to assess impact to team and review procedures periodically to ensure completeness and accuracy to current process.
    • BAU Support; Support the BAU function with deliverables ensure knowledge of process is maintained by performing BAU tasks regularly
    • Process Improvement; Drive forward ideas from the team to improve the existing operating process
    • Development; Keep up to date with market changes and developments that impact the team.
    • Technical; Have technical understanding of platform functionality and operation, end to end view of the process and platform for team.
    • This role is in scope for activities which have an indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ’s clients. This role has a requirement to remain up to date with CASS developments and changes as communicated with FNZ.




    Experience Required

    • Significant transfers and investment operations experience.
    • Good knowledge of UK markets, and some knowledge of European and Global markets.
    • Experience working with Pricing Vendors, Crest, Third Party Administrators or other similar types of Mutual Funds or Equity providers.
    • Crest Settlement experience would be beneficial.
    • Industry recognised qualifications- IOC, Investment Certificate or CFA is desirable.



    About FNZ

    FNZ is the market leading provider of technology and administration services to major financial institutions in the platform and wealth management sectors across the globe. We partner with life companies, banks, asset managers and discretionary wealth managers to enable them to develop and distribute financial products and services to their customers across all major distribution channels.


    FNZ has a strong blue-chip customer base including Standard Life, Axa Wealth, HSBC, AMP, National Australia Bank, Bank of New Zealand, Friends Life, UBS and Zurich Financial. FNZ now employs over 1300 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Wellington, Sydney, Shanghai and Singapore.


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