Transfer Officer (Fixed term contract)

Transfers Officer (6 month Fixed term contract)

• Cheshire - hybrid
• Salary - dependent on experience

My 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 types
• Manage 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 necessary
• Facilitate depot movements and ensure accurate record-keeping
• Set up nominee accounts and provide KYC documentation when required
• Handle report uploads and downloads (eg, IFDS)
• Work closely with fund managers, market counterparties, and internal Operations teams to maintain accurate client account data
• Ensure adherence to regulatory requirements and demonstrate effective risk management
• Follow all internal and external rules, including FCA principles and internal compliance policies

Skills:

• Experience in operational processes within wealth management or private client asset management
• High level of accuracy and strong attention to detail
• 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

For more information, please reach out to Mary Pearson on - (see below)

Reasonable Adjustments:

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