Transfers Officer

fnz; City of Edinburgh; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Private health and life insurance

Fully funded training & development

Paid parental and volunteer leave

Cycle-to-work scheme & wellbeing perks

Hybrid and flexible working options

Global mobility across FNZ offices

Job summary

FNZ in Edinburgh is seeking a Transfers Officer on a 6 month FTC to join the Investment Operations team. You will manage end-to-end asset transfers on the FNZ platform, ensuring accuracy, compliance, and excellent client service.

The role involves liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience, with hybrid working options and a strong focus on process improvement.

Qualifications

• Degree educated (or equivalent experience).
• Strong customer service background (retail, contact centre, or similar).
• Proficient in Excel and data analysis.
• Excellent communication and interpersonal skills.
• Able to work accurately and meet deadlines.
• Strong attention to detail and problem-solving ability.
• Knowledge of financial services and FCA regulations (desirable).

Responsibilities

• Managing all transfer processes via electronic and paper methods.
• Transferring platform holdings in and out of FNZ custody on a daily basis.
• Issuing stock transfer forms and working with electronic transfer solutions for re-registration.
• Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions.
• Investigating transfer requests and resolving client queries.
• Liaising with counterparties to agree trade and settlement instructions.
• Monitoring fund manager reports daily and taking action where needed.
• Supporting inbound calls from corporate clients and plan managers.
• Reporting team MI and supporting continuous process improvement.

Skills

Excel

Data analysis

Customer service

Communication

Attention to detail

Problem-solving

Education

Degree educated (or equivalent experience)

Job description

Transfers Officer - 6 month FTC

Edinburgh

Hybrid

£Competitive + excellent benefits + career progression

Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?

We're looking for a Transfers Officer to join FNZ's Investment Operations team in Edinburgh. In this role, you'll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service.

What you'll be doing:

You'll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

• Managing all transfer processes via electronic and paper methods
• Transferring platform holdings in and out of FNZ custody on a daily basis
• Issuing stock transfer forms and working with electronic transfer solutions for re-registration
• Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
• Investigating transfer requests and resolving client queries
• Liaising with counterparties to agree trade and settlement instructions
• Monitoring fund manager reports daily and taking action where needed
• Supporting inbound calls from corporate clients and plan managers
• Reporting team MI and supporting continuous process improvement

What we're looking for:

You'll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential - full training will be provided.

Key skills and attributes:

• Degree educated (or equivalent experience)
• Strong customer service background (retail, contact centre, or similar)
• Proficient in Excel and data analysis
• Excellent communication and interpersonal skills
• Able to work accurately and meet deadlines
• Strong attention to detail and problem-solving ability
• Knowledge of financial services and FCA regulations (desirable)

Why join FNZ?

At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.

We offer:

• A collaborative, supportive, and motivating work environment
• Private health and life insurance, plus additional benefits
• Fully funded training and development opportunities
• Paid parental and volunteer leave
• Cycle-to-work scheme and wellbeing benefits
• Hybrid and flexible working options
• Opportunities for global mobility across FNZ offices worldwide

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world's leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.