Transfers Officer

FNZ Group; City of Edinburgh; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services firm in Edinburgh is seeking a Transfers Officer to manage asset transfers on and off their platform. The ideal candidate will have a strong customer service background and be proficient in data analysis with a keen attention to detail. This role offers competitive compensation and hybrid working options, along with excellent benefits and career progression opportunities.

Benefits

Competitive salary

Private health and life insurance

Fully funded training and development opportunities

Paid parental and volunteer leave

Cycle-to-work scheme

Wellbeing benefits

Flexible working options

Career progression based on impact

Qualifications

• Strong customer service background, preferably from retail or contact center.
• Proficient in Excel and data analysis.
• Knowledge of financial services and FCA regulations is desirable.

Responsibilities

• Manage all transfer processes via electronic and paper methods.
• Ensure accuracy and compliance of asset transfers.
• Investigate and resolve client queries regarding transfers.

Skills

Customer service background

Proficient in Excel

Excellent communication skills

Problem-solving ability

Attention to detail

Education

Degree educated or equivalent experience

Job description

Transfers Officer

9 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 :

• Competitive salary
• 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
• Career progression based on impact, not tenure
• Opportunities for global mobility across FNZ offices worldwide
• A collaborative, supportive, and motivating work environment

Ready to take the next step in your financial services career?

Apply now to become a Transfers Officer at FNZ.