Transfers Associate

Fundment Limited; Greater London; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Bupa Private Medical Health Insurance

International Travel Insurance

Life Assurance (4 x base salary)

Employee Assistance Programme

Training and Development/Qualification

Job summary

Fundment is seeking a Transfers Associate to manage client transfer requests and apply proceeds across wrappers on our investment platform within a fast-growing operations team. You will ensure accuracy and timely processing of transfers while supporting adviser inquiries.

You will perform reconciliations, liaise with financial institutions, and collaborate with the technical team to improve efficiency and adviser experience.

Qualifications

• 2+ years in financial services transfers/operations or similar.
• Strong understanding of UK financial services regulatory environment.
• Understanding of tax wrappers.
• Excellent communication with ability to explain complex processes.
• Finance degree or related field; IOC qualification preferred.
• Knowledge of investment platforms desirable.

Responsibilities

• Manage incoming and outgoing transfer requests, ensuring accuracy and timeliness.
• Perform daily reconciliations and account/compliance checks.
• Handle high-volume calls and emails to resolve adviser queries.
• Liaise with financial institutions to facilitate transfers.
• Collaborate with the tech team to improve transfer processes and administration.

Skills

Transfers experience

Regulatory knowledge

Excellent communication

Education

Finance degree or related

IOC qualification

Job description

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 Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.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.

Location: Greater London, England, United Kingdom

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.

2 years+ experience within financial services, specifically in transfers, operations or similar

Strong understanding of UK financial services regulatory environment

Understanding of tax wrappers

Excellent communication skills with the ability to explain complex processes

Relevant degree/qualifications in finance or related fields, IOC qualification preferred

Knowledge of investment platforms highly desirable

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

Bupa Private Medical Health Insurance

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.