Transfers Consultant

Ninety One; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Ninety One in Cape Town is seeking a Transfer Administrator to manage transfer instructions in line with legislation and internal processes, from cradle to grave.

You will coordinate with Life Companies, chase transfers, escalate issues, and maintain turnaround times, while building strong relationships with internal and external stakeholders.

Qualifications

• Financial services experience in asset management or retirement funds is preferred.
• Minimum 1 year handling Section 14, Living Annuity, voluntary and offshore transfers.
• Relevant degree or diploma is advantageous.
• Proficient in Microsoft Office; strong written business communication.

Responsibilities

• Administer transfer instructions in line with legislation and business processes.
• Understand specific transfer requirements for various Life Companies.
• Manage flow of work items (queries, requests, and instructions) in line with SLAs.
• Contact Life Companies to chase and expedite transfers in progress.
• Expedite unit transfers with competitor unit trust management companies.
• Take full responsibility and own transfer process from cradle to grave.
• Manage inbound calls from other Life Companies.
• Coordinate with IP Operations and Servicing teams.
• Log and resolve queries.
• Identify trends and raise with FNZ on a continuous basis.
• Maintain agreed turnaround times on all administrative tasks.
• Attend regular team meetings.
• Build strong relationships with internal and external stakeholders.
• Be approachable, available, and helpful as the escalation point.

Skills

Microsoft Office proficiency

Business writing

Relationship building

Analytical thinking

Education

Relevant degree or diploma

Tools

Microsoft Office Suite

Job description

About us:

Ninety One is an independent, active global asset manager withR3,5 trillion* of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at30 September 2025

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

About the team:

The Transfers and Onboarding Team is responsible for the administration of Voluntary, TFSA, Section 14 and Living Annuity transfers. These include transfers into Ninety One and transfers from Ninety One to external companies. This must be done accurately and within agreed upon turnaround times. The team liaise directly with transferring companies during the lifespan of
transfer.

In this role you will:

• Administer transfer instructions in line with legislation and business processes
• Understand specific transfer requirements for the various Life Companies
• Manage flow of work items (queries, requests, and instructions) in line with agreed SLAs
• Contact Life Companies to chase & expedite transfers in progress
• Expedite unit transfers with various competitor unit trust management companies
• Take full responsibility and own transfer process from cradle to grave
• Manage inbound calls from other Life Companies
• Manage flow of work in close conjunction with other IP Operations and Servicing teams
• Log and resolve queries
• Identify trends and raise with FNZ on a continuous basis
• Maintain agreed upon turnaround times on all administrative tasks
• Attend regular team meetings
• Be able to build strong relationships with internal and external stakeholders
• Be approachable, available, and helpful as the point of escalation and clarity

You should consider applying if you have:

• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience
• Minimum 1 years’ experience in dealing with Section 14, Living Annuity, voluntary, and offshore transfers
• Relevant degree/diploma (advantage)
• Proficient in Microsoft Office Package
• Excellent business writing skills
• Strong knowledge of transfer processes and requirements

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• A client focused and collaborative approach
• High conviction and be comfortable sharing opinions
• Ability to analyse, interpret and assimilate information

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