Transfer Specialist

Fundment; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A fast-growing wealth infrastructure company in Greater London is seeking a customer-focused Transfers Associate to manage client transfer requests. The role involves ensuring smooth operations by liaising with financial institutions and providing support to the Platform Client Services Team. Ideal candidates will have over 2 years of experience in financial services, a strong understanding of the UK regulatory environment, and excellent communication skills. The position offers a hybrid work model and generous benefits.

Benefits

Generous 28 days annual leave plus bank holidays

Enhanced maternity / paternity / adoption leave

6% employer pension contribution

Bupa Private Medical Health Insurance

Medicash Cash Plan

International Travel Insurance

Life Assurance (4 x base salary)

Employee Assistance Programme

Training and Development / Qualification Sponsorship

Qualifications

• 2 years+ experience within financial services, specifically in transfers, operations or similar.
• Understanding of tax wrappers.
• Ability to explain complex processes.

Responsibilities

• Manage incoming and outgoing transfer requests accurately and timely.
• Perform daily reconciliation and compliance checks.
• Handle volume telephone calls and respond to emails.
• Liaise with financial institutions and intermediaries for smooth transfers.
• Collaborate with technical team to improve transfer processes.

Skills

Understanding of UK financial services regulatory environment

Strong communication skills

Education

Relevant degree / qualifications in finance or related fields

Job description

The Company

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers Associate to join our outstanding Operations Team. This role will report into Head of Transfers.

Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.

The role

The Transfers Associate plays a critical role in managing and executing client transfer requests, ensuring seamless operations within our investment platform. You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that Fundment offer, so a good understanding of the product types and regulatory details required to accept transfers would be required. You will also be responsible for providing support to the Platform Client Services Operations Team when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform.

Key responsibilities :

• Manage incoming and outgoing transfer requests, ensuring they are executed accurately and in a timely manner
• Perform daily reconciliation, account checks and other compliance checks to ensure processing within agreed timeframes
• Handle volume telephone calls to resolve queries and respond to emails in a timely manner
• Liaise with other financial institutions and intermediaries to facilitate smooth transfers
• Collaborate with the technical team to identify and implement improvements to the transfer process and associated administration, enhancing efficiency and adviser experience

If you are passionate about making a difference in a small team and looking for a values driven company where you can share your ideas and thrive, please apply with your CV.

Essential Requirements :

• 2 years+ experience within financial services, specifically in transfers, operations or similar
• Strong understanding of UK financial services regulatory environment
• Understanding of tax wrappersExcellent communication skills with the ability to explain complex processes

Desirable :

• Relevant degree / qualifications in finance or related fields, IOC qualification preferred
• Knowledge of investment platforms highly desirable

Why join us?

Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust . Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of operational aspects and understand how we improve efficiency and do things differently at Fundment.

• We support our team with the flexibility to work on a hybrid basis, 3 days a week in our London office.
• Generous 28 days annual leave plus bank holidays
• Enhanced maternity / paternity / adoption leave
• 6% employer pension contribution
• Bupa Private Medical Health Insurance
• Medicash Cash Plan
• International Travel Insurance
• Life Assurance (4 x base salary)
• Employee Assistance Programme
• Training and Development / Qualification Sponsorship (IOC or FA2)

Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.

We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.

We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.