Senior Transfers Officer - Triage
6 month FTC

Salisbury or Bristol

Hybrid (Home Working considered)
£Competitive + excellent benefits + career progression

Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?

We’re looking for a Senior Transfers Officer to join FNZ’s Investment Operations team. In this role, you’ll oversee requests coming into multiple teams to transfer SIPPs, ISAs and GIAs (cash and In-Specie) on and off the FNZ platform, ensuring timeliness, accuracy, compliance, and outstanding client service.

What you’ll be doing:

You’ll play a key role in making sure transfers move efficiently and accurately, supporting the team and overseeing volumes, liaising with receiving or ceding schemes, fund managers, brokers, and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

• Managing incoming requests across several teams
• Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
• Investigating transfer requests and resolving client queries
• Liaising with counterparties to remove any blockers holding up transfer requests
• Monitoring fund manager reports daily and taking action where needed
• Engaging with the corporate clients to agree resolution for non-standard transfer request cases as required
• Reporting team MI and supporting continuous process improvement

What we’re looking for:

You’ll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is desirable, to be effective in this triage role for the teams.

Key skills and attributes:

• Some product knowledge of financial services products across Investments & Pensions
• Strong customer service background (retail, contact centre, or similar)
• Proficient in Excel and data analysis
• Excellent communication and interpersonal skills
• Able to work accurately and meet deadlines
• Strong attention to detail and problem-solving ability
• Knowledge of financial services and FCA regulations (desirable)

Why join FNZ?

At FNZ, you’ll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.

We offer:

• Competitive salary
• Private health and life insurance, plus additional benefits
• Fully funded training and development opportunities
• Paid parental and volunteer leave
• Cycle-to-work scheme and wellbeing benefits
• Hybrid and flexible working options
• Career progression based on impact, not tenure
• Opportunities for global mobility across FNZ offices worldwide
• A collaborative, supportive, and motivating work environment

Ready to take the next step in your financial services career?
 

Apply now to become a Senior Transfers Officer at FNZ.

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.