Transfer Operations Specialist

Hargreaves Lansdown PLC; West of England; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Discretionary bonus

Holiday entitlement 25 days

Hybrid working

Pension scheme 11% employer

Private medical insurance

Health care plan

Health screening

Volunteer days

Job summary

Hargreaves Lansdown plc in Bristol is seeking a detail‑driven Transfers Officer to manage client asset transfers accurately and compliantly. You will coordinate with clients, advisers, custodians and platforms to ensure timely completion of transfers across a range of investment products.

The role offers hybrid working, a supportive team environment, and opportunities to improve processes while expanding knowledge of investment operations and regulatory requirements.

Qualifications

• Excellent attention to detail and accuracy.
• Strong analytical and problem-solving skills.
• Ability to work effectively in a team and under pressure.
• Willingness to learn quickly and apply knowledge in varying contexts.

Responsibilities

• Process client transfers in and out across investment products and accounts.
• Monitor transfer progress and resolve delays or discrepancies.
• Maintain accurate records of transfer activities and communications.
• Liaise with clients, advisers, custodians, platforms, fund managers and third-party providers.
• Provide regular updates on transfer status and timelines.
• Respond to transfer-related enquiries professionally and promptly.
• Contribute to robust controls and documentation.
• Ensure team processes are reliable and effective.
• Participate in department projects when opportunities arise.

Skills

Attention to detail

Analytical/problem solving

Team player

Ability to learn quickly

Work under pressure

Tools

Broker Focus

Atlas

Job description

Hargreaves Lansdown plc in Bristol is seeking a detail‑driven Transfers Officer to manage client asset transfers accurately and compliantly. You will coordinate with clients, advisers, custodians and platforms to ensure timely completion of transfers across a range of investment products.

The role offers hybrid working, a supportive team environment, and opportunities to improve processes while expanding knowledge of investment operations and regulatory requirements.