The Asset Transfers Analyst is responsible for the accurate and timely processing of client asset transfers in and out of the business.

This includes working closely with custodians, platforms, advisers, and internal teams to ensure transfers are completed efficiently while maintaining regulatory compliance and delivering excellent client outcomes.

Client Details

UK based Asset Manager.

Description

Asset Transfer Processing

Manage end-to-end processing of asset transfers (e.g. ISAs, pensions, GIA accounts)
Liaise with external counterparties (custodians, platforms, ceding firms) to facilitate transfers
Monitor transfer pipelines and proactively follow up on outstanding cases
Ensure timely settlement and accurate reconciliation of transferred assets

Client & Stakeholder Communication

Provide updates to internal teams (Client Services, Relationship Managers) on transfer status
Handle queries from advisers and clients...