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Transfer Officer (Fixed term contract)

Cheshire
money-bag 10000-500000 Annual
3057592366
Posted 3 days ago

Transfers Officer (6 month Fixed term contract)Cheshire - hybrid Salary - dependent on experienceMy client, a leading asset management company in the city are actively looking for a Transfers Officer to join their operations Department within a dedicated Transfers Team. Reporting to the Transfer Manager, you will be responsible for managing all activities relating to asset transfers, including transfers in and out, internal movements, and APS transfers. This role is ideal for someone who thrives in a detail-driven operational environment and enjoys working closely with internal teams and external counterparties.Responsibilities:Process asset transfers in and out across multiple products, platforms, and account typesManage internal transfers arising from changes in client status (eg, tax documentation, trust distributions, bereavement, spouse-to-spouse transfers)Monitor transfer progress, resolve issues, and escalate where necessaryFacilitate depot movements and ensure accurate record-keepingSet up nominee accounts and provide KYC documentation when requiredHandle report uploads and downloads (eg, IFDS)Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account dataEnsure adherence to regulatory requirements and demonstrate effective risk managementFollow all internal and external rules, including FCA principles and internal compliance policiesSkills: Experience in operational processes within wealth management or p

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