Transfers SME

This role will provide SME support within the Transfers Team which is responsible for management of assets transferring on and off the FNZ platform. Team 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. Role Responsibilities: + SME; Be a process expert within the team, deal with complex issues and deliver resolution; provide support to Operations and the business as a whole based on technical knowledge of team. + Change; Deliver, test, implement and document any change into the team. + QA & MI; Support manager in reviewing work and production of MI to demonstrate effectiveness of controls within team. + Documentation; Review any project documentation to assess impact to team and review procedures periodically to ensure completeness and accuracy to current process. + BAU Support; Support the BAU function with deliverables ensure knowledge of process is maintained by performing BAU tasks regularly + Process Improvement; Drive forward ideas from the team to improve the existing operating process + Development; Keep up to date with market changes and developments that impact the team. + Technical; Have technical understanding of platform functionality and operation, end to end view of the process and platform for team. + This role is in scope for activities which have an indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ's clients. This role has a requirement to remain up to date with CASS developments and changes as communicated with FNZ. + Significant transfers and investment operations experience. + Good knowledge of UK markets, and some knowledge of European and Global markets. + Experience working with Pricing Vendors, Crest, Third Party Administrators or other similar types of Mutual Funds or Equity providers. + Crest Settlement experience would be beneficial. + Industry recognised qualifications- IOC, Investment Certificate or CFA is desirable. FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help consumers better achieve their financial goals. The business has grown rapidly in recent years, as its institutional customers have used FNZ's platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients. Today, FNZ is responsible for over 330 billion in assets under administration (AuA) held by around 5 million customers of some of the world's largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC. In total, FNZ partners with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia. The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand. ID: 2019-3281 External Company URL: Address Line 1: 1 Tanfield