Transfers Associate: Wealth Platform Ops (London, Hybrid)

Fundment; Greater London; On-site; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Generous 28 days annual leave plus bank holidays

Bupa Private Medical Health Insurance

Enhanced maternity/paternity/adoption leave

Training and Development/Qualification Sponsorship (IOC or FA2)

Job summary

A fast-growing wealth infrastructure company in London is seeking a Transfer Specialist to manage client transfer requests within their investment platform. The ideal candidate will have over 2 years of experience in financial services with a strong understanding of the UK regulatory environment and tax wrappers. This role offers a collaborative work culture, hybrid working options, and a generous benefits package including medical insurance and training sponsorship.

Qualifications

• 2 years+ experience within financial services, specifically in transfers, operations or similar.
• Strong understanding of UK financial services regulatory environment.
• Understanding of tax wrappers.

Responsibilities

• Manage incoming and outgoing transfer requests, ensuring accuracy and timeliness.
• Perform daily reconciliation, account checks and compliance checks.
• Handle volume telephone calls to resolve queries and respond to emails.

Skills

Understanding of UK financial services regulatory environment

Excellent communication skills

Knowledge of investment platforms

Education

Relevant degree/qualifications in finance

Job description

A fast-growing wealth infrastructure company in London is seeking a Transfer Specialist to manage client transfer requests within their investment platform. The ideal candidate will have over 2 years of experience in financial services with a strong understanding of the UK regulatory environment and tax wrappers. This role offers a collaborative work culture, hybrid working options, and a generous benefits package including medical insurance and training sponsorship.