Team Responsibilities:
- Manage all Transfer processes efficiently and accurately via both electronic and paper processing.
- Ensuring all Transfer processes meet regulatory and industry standards.
- Liaise with other Operational Teams in order to complete tasks and resolve any issues.
- Assist other team members with issues as and when required.
- Review and enhance operational processes on a regular basis.
- Maintain and create Transfer procedures.
- Interact with clients on a weekly basis.
- Actively manage and reduce any outstanding client queries and issues.
- Monitor and action Fund Manager Reports on a daily basis.
- Work closely with Business Risk Champions and Senior Officers to identify and manage operational risk.
Specific Role Responsibilities:
- To transfer platform holdings in and out of FNZ custody on a daily basis.
- Issuing Stock Transfer Forms to Fund Managers.
- Working with Electronic Transfer Solutions for Re-Registration.
- Ensure all accounts held by FNZ (UK) Nominees Ltd reflect accurate Transfer positions.
- Ensure that all platform assets are re-registered within KPI SLA timeframes.
- Perform investigation on Transfer in and Out requests.
- Managing Pension Cash Transfers for both manual and electronic requests.
- Agree Trade Settlement with counterparties and submitting requests to Broker/Crest.
- Support inbound calls from Corporate Clients and Plan Managers.
- Report team MI on a daily basis.
What we offer:
- Be part of a successful company that continues to grow and expand into new markets
- Unique exposure to UK markets and a broad range of investment products
- Global career opportunities
- Friendly, open and motivating work environment
- Cycle to work scheme
- Fully paid private health and life insurance plus other add on benefits
- Fully paid training development opportunities
- Paid parental leave
- Flexible working
- Volunteer leave
What we are looking for:
- Degree educated in a relevant subject
- Experience of delivering an excellent level of service to customers - e.g., in a retail or contact centre environment
- Experience in using Excel for data analysis
- The ability to work accurately and to deadlines
- Excellent interpersonal and communication skills
- Knowledge of banking and Financial Services (desirable)
- Able to demonstrate understanding of FCA regulations (desirable)
What will you need to succeed at FNZ
- A can-do, adaptable approach. FNZ moves fast - you will need to be willing to learn new things quickly
- You will be a self-starter
- High level problem solving and quantitative reasoning
- Work well in a team and build collaborative relationships with stakeholdersStrong attention to detail
