Transfers Officer (3month FTC)

Job Locations UK-London
# of Openings
Position Type
Temporary Full-Time

Role Description

Responsible for management of assets transferring on and off the FNZ platform.


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.

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.

Experience Required

  • Experience working in a similar investment operations role.
  • Working to multiple cut offs, often with tight deadlines.
  • Ability to work accurately and efficiently under pressure.
  • Crest Settlement experience would be beneficial.

About FNZ

FNZ is a global financial technology and asset servicing provider which powers the wealth management, administration and custodian platforms for some of the world's leading financial institutions. These customers include life insurers, retail and private banks, asset and wealth managers and financial adviser groups based across the UK, Europe, Asia, Australia and New Zealand.


We believe that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.


We develop long-term partnerships with our customers to enable them to get to market quickly with a market-leading digital proposition, transform their customer service offering and grow assets under management across multiple distribution channels.


Our customers include AMP, ANZ, Aviva, AXA Wealth, Bank of New Zealand, Fideuram Vita, HSBC, Mercer, National Australia Bank, HSBC, Santander, Santander Asset Management, Standard Life, UBS and Zurich.  In all we partner with 42 institutional customers worldwide. 


FNZ employs over 1,000 people with offices in Edinburgh, London, Bristol, Brno (Czech Republic), Shanghai, Hong Kong, Singapore, Sydney, Melbourne and Wellington.


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