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Transfers Associate

Please Note: The application deadline for this job has now passed.

Job Introduction

We are looking to recruit some new exciting positions within our Basildon, Essex office. Within this role you will be able to work from home or the office with lots of flexibility.

Within this role you will be responsible for the management of transfers of cash and In-specie portfolios for new and existing clients

Role Responsibility

  • Transfer in/out assets relating to ISA & pension accounts.
  • Transfer in/out assets relating to ordinary/ taxable accounts.
  • Transfer in of paper stock into the firm's CREST/nominee account.
  • Switching of UT’s between unit classes – Retail / Institutional
  • To reconcile transferred in/out cash and stock balances.
  • Deal with associated ad hoc queries.

The Ideal Candidate


  • Relevant industry experience
  • Knowledge of AML rules
  • Knowledge of CASS regulations.
  • Knowledge of RDR regulations
  • Work within set SLA’s set by internal departments
  • Work within market regulations for the UK market (FCA Guidelines)


  • MS Office (With good level of Excel experience)
  • Crest GUI (preferable)
  • Cofunds platform experience (preferable)
  • Figaro (preferable)
  • BNP Neolink (preferable)


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