
- Escritório em London
As a Transfers Operations Associate, you will be working with the transfers team within Operations and should have an extensive amount of knowledge within the ISA transfer space. Understanding the rules and regulations. Additional knowledge within European stock transfers, JISA’s or fund transfers would be beneficial as well.
You will...
- Transfer assets in/out of the business relating to ISA/GIA and SIPP products.
- Process transfer applications within set SLAs
- Process valuations and provide acceptance of assets within set SLAs
- Chase and monitor transfer progress with external counterparties and clients
- Provide technical support to our Customer Operations team to help answer client queries.
- CREST transfer process
- Support the wider transfers team with ad-hoc tasks
You have...
- Strong attention to detail the processes you will be involved in are critical to the business and would have regulatory implications if not completed with accuracy.
- Be able to work independently and proactively
- Strong communication skills
- Procedure reviews
- Process enhancements
- Use of excel
- Crest transfers
- Self starter - be able to go ahead and change and improve processes without support
Benefits & Logistics
We’re operating in a hybrid model: 3-days in-office / 2-days from home. We believe great collaboration happens in person and our beautiful offices in central London and Budapest are designed to bring people together.
🏢 Office days: Monday, Tuesday, Thursday
🏡 Work from home days: Wednesday, Friday
Benefits In London:
- Competitive salary – carefully benchmarked.
- Holidays – 25 days plus UK public holidays (pro-rata).
- Enhanced pension – We’ll match your contributions up to 5%.
- Group Life Insurance – Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance.
- Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family.
- Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year (pro-rata).
We keep things simple and transparent. Our process typically includes:
- Hiring Manager interview – A deep dive into your skills and experience.
- Executive interview – A conversation with our stakeholders, where we also assess cultural fit.