Transfer Operations Specialist

Hargreaves Lansdown group; West of England; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Discretionary annual bonus

25 days holiday + bank holidays + Xmas

Hybrid working options

Pension scheme up to 11%

Private medical insurance

Health care cash plans

Wellhub wellness program

Volunteering days

Job summary

Hargreaves Lansdown is seeking a Transfer Specialist to manage and oversee client transfers into and out of the company’s management. You will work as part of a team, taking ownership of processes to ensure transfers are completed accurately, compliantly, and within service standards.

The role involves liaising with clients, advisers, custodians, platforms and investment providers, monitoring progress, and delivering timely updates.

Qualifications

• Experience in a fast-moving environment with high accuracy and service standards.
• Ability to work effectively within a team and deliver against deadlines.
• Experience with transfer in/out processes or financial services is desirable.

Responsibilities

• Process client transfers in and out of the business across investment products and accounts.
• Monitor transfer progress and resolve delays or discrepancies.
• Maintain records of transfer activities and communications.
• Liaise with clients, advisers, custodians, platforms, fund managers, and third-party providers.
• Provide updates on transfer status and timelines.
• Respond to transfer-related enquiries professionally and promptly.
• Ensure robust controls and fully documented processes.
• Support wider department projects as needed.

Skills

Fast-paced environment

Team player

Work under pressure

Attention to detail

Analytical thinking

Workload management

Quick learner

Tools

Broker Focus

Atlas

Job description

Hargreaves Lansdown is seeking a Transfer Specialist to manage and oversee client transfers into and out of the company’s management. You will work as part of a team, taking ownership of processes to ensure transfers are completed accurately, compliantly, and within service standards.

The role involves liaising with clients, advisers, custodians, platforms and investment providers, monitoring progress, and delivering timely updates.