Transfers Officer

FNZ Group; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial technology firm in Edinburgh seeks a Transfers Officer to manage asset transfers on and off their platform. This role requires attention to detail, strong customer service skills, and proficiency in Excel, with full training provided. The successful candidate will enjoy a hybrid working model and a competitive salary with excellent benefits, including private health insurance and career progression opportunities.

Benefits

Competitive salary

Private health and life insurance

Fully funded training and development opportunities

Paid parental and volunteer leave

Cycle-to-work scheme

Wellbeing benefits

Qualifications

• Experience in financial services beneficial but not essential.
• Able to work accurately and meet deadlines.
• Knowledge of financial services and FCA regulations desirable.

Responsibilities

• Manage end-to-end asset transfer processes.
• Liaise with fund managers, brokers, and internal teams.
• Issue stock transfer forms and work with electronic solutions.
• Investigate transfer requests and resolve client queries.
• Support inbound calls from corporate clients.

Skills

Strong customer service background

Proficient in Excel and data analysis

Excellent communication and interpersonal skills

Attention to detail

Problem-solving ability

Education

Degree educated (or equivalent experience)

Job description

**Transfers Officer 9 month FTC****Edinburgh****Hybrid £Competitive + excellent benefits + career progression**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. Experience 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* Able to work accurately and meet deadlines* Strong attention to detail and problem-solving ability* Knowledge of financial services and FCA regulations (desirable)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 environmentApply now to become a **Transfers Officer** at FNZ.#LI-CW1*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 the world’s leading financial institutions, with over US$2.2 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.*