Transfer Specialist III

Hire Resolve; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading investment platform is seeking a highly skilled Platform Transfer Specialist III to join its operations in Bryanston, Johannesburg. The ideal candidate will have a Bachelor's degree and 6-8 years of experience within the LISP or investment platform sectors. Responsibilities include managing transfer activities, supporting clients and advisors, and maintaining compliance throughout the transfer lifecycle. This permanent position offers a competitive salary based on experience and is perfect for professionals with strong problem-solving and project management skills.

Qualifications

• 6–8 years’ experience in the LISP or investment platform environment.
• Minimum 4 years’ hands-on experience in transfer processing.
• Deep understanding of sectional transfers and regulatory compliance.
• Deep understanding of Sectional Transfers, transfer documentation, and regulatory compliance.
• Proficiency with Finswitch, CRM tools, and investment admin systems.

Responsibilities

• Facilitate inward and outward transfers across Life and LISP platforms.
• Serve as the primary escalation point for complex transfer queries.
• Generate operational reports to monitor SLAs and enhance performance.
• Manage documentation including mandates, transfer forms, confirmations, and supporting docs.
• Use internal systems such as Wealth Connect CRM, Finswitch, and TAU to track transfer workflow and ensure timely processing.
• Identify and implement process improvements to enhance efficiency and reduce risk.
• Serve as the primary escalation point for complex transfer queries and provide guidance to clients and advisers.
• Maintain detailed records of transfer activities and generate operational reports to monitor SLAs.

Skills

Problem-solving

Project management

Communication

Client relationship

Organizational skills

Client communication

Process ownership

Education

Bachelor’s Degree (NQF 7) in Finance, Investment Management, or Business Administration

Tools

Finswitch

Wealth Connect CRM

Investment admin systems

Job description

Now Hiring: Platform Transfer Specialist III – Investment Platform Operations | Bryanston

Are you a highly skilled transfer specialist with deep experience across Life and LISP platforms? A leading investment platform is looking for a Platform Transfer Specialist III to join its Bryanston-based operations team on a permanent basis.

This senior-level role is ideal for someone who is well-versed in Section 14, Section 50, and discretionary transfers, enjoys process ownership, and thrives in a detail-driven, client-focused operations environment.

Key Responsibilities

Execution of Transfer Activities

• Facilitate inward and outward transfers across Life and LISP platforms

• Handle Section 14, Section 50, and discretionary transfer processes in line with FAIS, FICA, and internal compliance standards

• Investigate discrepancies, resolve unmatched transactions, and perform reconciliations

• Manage documentation including mandates, transfer forms, confirmations, and supporting docs

• Use internal systems such as Wealth Connect CRM, Finswitch, and TAU to track transfer workflow and ensure timely processing

• Identify and implement process improvements to enhance efficiency and reduce risk

Client & Adviser Support

• Serve as the primary escalation point for complex transfer queries

• Provide clear, accurate guidance to clients, advisers, and third‑party providers

• Deliver professional responses across email, calls, and meetings

• Ensure compliance through coaching and support throughout the transfer lifecycle

System & Data Management

• Maintain detailed records of transfer activities

• Generate operational reports to monitor SLAs, resolve bottlenecks, and enhance performance

• Assist in testing and improving transfer system features and workflows

Stakeholder Engagement

• Work closely with internal teams including Client Services, Compliance, Legal, and adviser support teams

• Build relationships with external platforms, asset managers, and insurers

• Support knowledge sharing and training sessions related to transfer operations and product updates

Service Delivery & Risk Control

• Track performance against SLAs and elevate risks proactively

• Help resolve crises involving processing delays or reputational risks

• Continuously improve transfer processes based on feedback and audit outcomes

Requirements & Qualifications

• Bachelor’s Degree (NQF 7) in Finance, Investment Management, or Business Administration

• 6–8 years’ experience in the LISP or investment platform environment

• Minimum 4 years’ hands‑on experience in transfer processing, ideally across both Life and LISP products

• Deep understanding of Sectional Transfers, transfer documentation, and regulatory compliance

• Proficiency with Finswitch, CRM tools, and investment admin systems

Key Competencies

• Excellent problem‑solving and process ownership abilities

• Strong project management and organisational skills

• Exceptional communication and client relationship skills

• Comfortable working independently and as part of a fast‑paced operations team

Location: Bryanston, Johannesburg
Employment Type: Permanent
Salary: Market-related and commensurate with experience

Contact Hire Resolve for your next career‑changing move.
Our client is offering a highly competitive salary for this role based on experience.

Apply today — contact Lidene Pienaar at Hire Resolve or on LinkedIn
Visit: www.hireresolve.us
Send your CV to: [e-mail]

We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, we’ll keep your CV on file and reach out regarding future opportunities.