Transfer Officer, Northwich or London, Hybrid

Transfer Officer

Northwich or London, Hybrid

6-Month FTC

A leading wealth and investments provider is on the lookout for a Transfers Officer to join their Operations Department within a dedicated Transfers Team on a fixed term contract.
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.

What you'll be doing:

• Processing asset transfers in and out across multiple products, platforms, and account types.
• Managing internal transfers arising from changes in client status (eg, tax documentation, trust distributions, bereavement, spouse-to-spouse transfers).
• Monitoring transfer progress, resolve issues, and escalate where necessary.
• Facilitating depot movements and ensure accurate record.
• Setting up nominee accounts and provide KYC documentation when required.
• Handling report uploads and downloads (eg, IFDS).
• Working closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data.
• Ensuring adherence to regulatory requirements and demonstrate effective risk management.
• Following all internal and external rules, including FCA principles and internal compliance policies.

What we're looking for:

• Experience in operational processes within wealth management or private client asset management.
• High level of accuracy and strong attention to detail.
• Experience using either Equisoft or Altus.
• Ability to work independently when required.
• A collaborative team player who can respond to varied operational needs.
• Strong relationship-building skills with internal teams and third parties.
• Confidence in challenging existing processes and suggesting improvements.
• Understanding of re-registration of collective investments.
• Good general securities knowledge.
• Experience with Crest GUI.

Reasonable Adjustments:

Respect and equality are core values to us. We are proud of the diverse and inclusive community we have built, and we welcome applications from people of all backgrounds and perspectives. Our success is driven by our people, united by the spirit of partnership to deliver the best resourcing solutions for our clients.

If you need any help or adjustments during the recruitment process for any reason, please let us know when you apply or talk to the recruiters directly so we can support you.