Transfer Agency Administrator

FNZ

Edinburgh, United Kingdom
Competitive; annual bonus available; private medic...
Hybrid
Experience in financial services or investment admin
Strong eye for detail and accuracy
Knowledge of excel and ms office tools
This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors

Job Summary

  • This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors.
  • Candidates will handle diverse responsibilities including managing box transactions, ISA transfers, cash settlements, and calculating distributions to investors.
  • FNZ offers a global fintech environment with competitive salary, hybrid working, private medical insurance, and paid training for career progression.

Matching Summary

This role involves ensuring the accurate and timely processing of investor transactions and maintaining legal registers for Authorised Corporate Directors.

Salary

Competitive; Annual bonus available; Private medical and life insurance included

Skills & Requirements

Must-have

  • Experience in financial services or investment admin
  • Strong eye for detail and accuracy
  • Knowledge of Excel and MS Office tools
  • Confidence working in regulated environment
  • Understanding of FCA COLL and CASS regulations

Nice-to-have

  • Awareness of AML and KYC principles
  • IOC qualification or modules completed
  • Willingness to collaborate with team
  • Proactive approach to daily deadlines
  • Participation in project work

Key Requirements

  • Background in financial administration or operations
  • Excellent accuracy and attention to detail
  • Good working knowledge of standard MS Office tools

Work Rights

Not specified

Tailored Resume

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