Transfer Officer

Sanderson Recruitment; Telford; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading asset management company is seeking a Transfers Officer for a 6-month fixed-term contract in Telford. The ideal candidate will manage asset transfers in and out, including internal movements and regulatory adherence. This role is suited for detail-oriented individuals who excel in operational environments, working with both internal teams and external counterparties. Competitive salary based on experience and a hybrid working model is offered.

Qualifications

• Experience in asset transfers across multiple products and platforms.
• Ability to work closely with internal teams and external counterparties.
• Strong attention to detail and ability to manage multiple tasks.

Responsibilities

• Process asset transfers in and out across multiple products and account types.
• Manage internal transfers due to client status changes.
• Monitor transfer progress and manage issues effectively.

Skills

Detail-oriented

Problem-solving

KYC processes

Regulatory compliance

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...