Transfers Officer
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage the end-to-end transfer of assets on and off the platform using electronic and paper methods. You will process holdings transfers issue stock transfer forms investigate requests resolve queries liaise with counterparties monitor reports and support accurate reporting and process improvement.
Requirements
- Degree or equivalent experience
- Strong customer service background
- Proficiency in Excel and data analysis
- Excellent communication and interpersonal skills
- Ability to work accurately and meet deadlines
- Strong attention to detail and problem-solving ability
- Financial services and FCA regulation knowledge desirable
Responsibilities
- Manage electronic and paper transfer processes
- Transfer platform holdings in and out of custody
- Issue stock transfer forms and process electronic re-registrations
- Maintain accurate transfer positions
- Investigate transfer requests and resolve client queries
- Agree trade and settlement instructions with counterparties
- Monitor fund manager reports and take required action
- Support inbound calls from corporate clients and plan managers
- Report team management information
- Support continuous process improvement
Benefits
- Private health insurance
- Life insurance
- Paid parental leave
- Paid volunteer leave
- Cycle-to-work scheme
- Wellbeing benefits
- Hybrid and flexible working options
