Transfer Officer

Sanderson Recruitment; Newcastle upon Tyne; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading asset management company in Newcastle upon Tyne is seeking a Transfers Officer on a 6-month fixed-term contract. The successful candidate will be responsible for processing asset transfers, managing internal movements, and ensuring compliance with regulatory frameworks. Ideal for detail-oriented individuals who thrive in operational roles and collaborate closely with internal teams and external counterparties. Competitive salary based on experience and a hybrid work model is offered.

Qualifications

• Detail-oriented with the ability to manage multiple tasks effectively.
• Strong communication skills to collaborate with internal teams and external parties.
• Understanding of regulatory requirements in asset management.

Responsibilities

• Process asset transfers across various products and account types.
• Manage internal transfers and client status changes.
• Monitor transfer progress and resolve issues.
• Facilitate depot movements with accurate record-keeping.
• Provide KYC documentation and set up nominee accounts.

Job description

Job Description

Transfers Officer ( 6 month Fixed term contract )

• Cheshire - hybrid
• Salary - dependent on experience

My client, a leading asset management company in the city are actively looking for a Transfers Officer to join their operations Department within a dedicated Transfers Team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.

Responsibilities:

• Process asset transfers in and out across multiple products, platforms, and account types
• Manage internal transfers arising from changes in client status (e.g., tax documentation, trust distributions, bereavement, spouse-to-spouse transfers)
• Monitor transfer progress, resolve issues, and elevate where necessary
• Facilitate depot movements and ensure accurate record-keeping
• Set up nominee accounts and provide KYC documentation when required
• Handle report uploads and downloads (e.g., IFDS)
• Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
• Ensure adherence to regulatory requirements and demonst...