Transfers Officer

Hybrid £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 Transfers Officer to join FNZ’s Investment Operations team in Edinburgh.

In this role, you’ll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service.

What you’ll be doing:

You’ll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

Managing all transfer processes via electronic and paper methods

Transferring platform holdings in and out of FNZ custody on a daily basis

Issuing stock transfer forms and working with electronic transfer solutions for re-registration

Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions

Investigating transfer requests and resolving client queries

Liaising with counterparties to agree trade and settlement instructions

Monitoring fund manager reports daily and taking action where needed

Supporting inbound calls from corporate clients and plan managers

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.

in financial services is beneficial but not essential - full training will be provided.

Key skills and attributes:

Degree educated (or equivalent experience)

Strong customer service background (retail, contact centre, or similar)

Proficient in Excel and data analysis

Excellent communication and interpersonal skills