Transfers Consultant

Ninety One; Cape Town; On-site; ZAR 290,000 - 450,000; Full time

Job summary

Ninety One, Cape Town, seeks a Transfers and Onboarding Administrator to handle voluntary, TFSA, Section 14 and Living Annuity transfers. You will work with Life Companies to ensure accurate, timely transfers and maintain service levels.

Your role involves logging queries, chasing progress, and escalating issues as needed while building strong relationships with internal and external stakeholders. Financial services experience and MS Office proficiency are preferred.

Qualifications

• 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

Responsibilities

• 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

Job description

About us:

Ninety One is an independent, active global asset manager withR4 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 June 2026

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 liaises directly with transferring companies during the lifespan of the 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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