Transfers Officer

Transfers Officer (6 Month FTC) 📍 London About the Opportunity We are partnering with a leading UK wealth and asset management firm to support the hire of a Transfers Officer on a 6-month fixed-term contract. This is an excellent opportunity to join a well-established operations function, working within a collaborative team responsible for managing asset transfers across a broad range of client accounts and investment products. The Role Sitting within the Operations function and reporting to the Transfers Manager, you will play a key role in ensuring the smooth and accurate processing of client asset transfers. You will be responsible for managing transfers end-to-end, working closely with internal stakeholders and external counterparties to deliver a high-quality client experience. Key Responsibilities Process asset transfers in and out across multiple account types and platforms Manage internal transfers linked to client events (e.g. bereavement, trust distributions, tax changes) Monitor transfer progress and resolve or escalate issues as required Facilitate depot movements and account transitions Support the setup of nominee accounts and handle associated documentation Complete reporting uploads/downloads (e.g. IFDS) Liaise regularly with Fund Managers, counterparties, and internal operations teams Ensure compliance with FCA regulations and internal risk frameworks About You Prior experience within operations in a wealth manager, investment firm, or asset manager Strong understanding of asset transfers and securities Knowledge of re-registrations and collective investments Experience using CREST (essential) High level of accuracy and attention to detail Able to work both independently and as part of a team Strong communication skills and ability to build relationships with stakeholders Why Apply? Join a reputable and growing wealth management firm Gain exposure to a broad range of products and transfer types Work in a collaborative and supportive operations team

Transfers Officer (6 Month FTC) 📍 London About the Opportunity We are partnering with a leading UK wealth and asset management firm to support the hire of a Transfers Officer on a 6-month fixed-term contract. This is an excellent opportunity to join a well-established operations function, working within a collaborative team responsible for managing asset transfers across a broad range of client accounts and investment products. The Role Sitting within the Operations function and reporting to the Transfers Manager, you will play a key role in ensuring the smooth and accurate processing of client asset transfers. You will be responsible for managing transfers end-to-end, working closely with internal stakeholders and external counterparties to deliver a high-quality client experience. Key Responsibilities Process asset transfers in and out across multiple account types and platforms Manage internal transfers linked to client events (e.g. bereavement, trust distributions, tax changes) Monitor transfer progress and resolve or escalate issues as required Facilitate depot movements and account transitions Support the setup of nominee accounts and handle associated documentation Complete reporting uploads/downloads (e.g. IFDS) Liaise regularly with Fund Managers, counterparties, and internal operations teams Ensure compliance with FCA regulations and internal risk frameworks About You Prior experience within operations in a wealth manager, investment firm, or asset manager Strong understanding of asset transfers and securities Knowledge of re-registrations and collective investments Experience using CREST (essential) High level of accuracy and attention to detail Able to work both independently and as part of a team Strong communication skills and ability to build relationships with stakeholders Why Apply? Join a reputable and growing wealth management firm Gain exposure to a broad range of products and transfer types Work in a collaborative and supportive operations team

Deputy Head of Finance / Financial Controller (Mandarin Speaker) Salary: £90,000–£110,000 + bonus + 10% pension We are seeking a commercially focused Deputy Head of Finance / Financial Controller to join a growing, international organisation. This is a senior leadership role supporting the Head of Finance in driving financial strategy, governance, and operational excellence. Mandarin language skills are essential due to regular interaction with overseas stakeholders. Key Responsibilities: Support the Head of Finance in overseeing all financial operations, including reporting, budgeting, forecasting, and cash flow management Lead the preparation of monthly, quarterly, and annual financial statements in line with regulatory standards Ensure robust financial controls, compliance, and risk management frameworks are in place and continuously improved Partner with senior stakeholders across the business to provide commercial insight and support strategic decision-making Manage and develop the finance team, promoting high performance and continuous improvement Liaise with auditors, tax advisors, and external partners as required Lead process optimisation initiatives to enhance financial efficiency and accuracy Key Requirements: Qualified accountant (ACA, ACCA, CIMA or equivalent) Proven experience in a senior finance role, ideally within a fast-paced or international environment Strong technical accounting knowledge and financial control experience Fluent in Mandarin and English (written and spoken) Excellent leadership, communication, and stakeholder management skills Proactive, detail-oriented, and commercially minded approach This is an excellent opportunity for an ambitious finance professional to step into a strategic leadership role within a dynamic and expanding business, offering competitive remuneration, bonus potential, and a 10% pension contribution.