Transfers Officer - Hybrid FinTech Operations

FNZ; 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 the platform. The role demands strong customer service skills and attention to detail. An ideal candidate will have a proactive mindset, with proficiency in Excel highly regarded. Full training will be provided, making this an excellent opportunity for those starting a career in financial services.

Benefits

Private health and life insurance

Fully funded training and development opportunities

Cycle-to-work scheme and wellbeing benefits

Career progression based on impact

Hybrid working options

Qualifications

• Proactive and motivated to deliver great service.
• Experience in financial services is beneficial but not essential.

Responsibilities

• Manage all transfer processes via electronic and paper methods.
• Investigate transfer requests and resolve client queries.
• Report on team MI and support continuous process improvement.

Skills

Strong customer service background

Proficient in Excel and data analysis

Excellent communication and interpersonal skills

Attention to detail

Problem-solving ability

Education

Degree educated or equivalent experience

Job description

A leading financial services firm in Edinburgh is seeking a Transfers Officer to manage asset transfers on and off the platform. The role demands strong customer service skills and attention to detail. An ideal candidate will have a proactive mindset, with proficiency in Excel highly regarded. Full training will be provided, making this an excellent opportunity for those starting a career in financial services.