Transfers Officer

Transfers Officer

9 month FTC

Edinburgh

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.

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.

• 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 counter parties 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

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.

• 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 Fin Tech.

• 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 Transfers Officer at FNZ.