Asset Transfers Officer - 6-month FTC - Asset Management

Page Personnel • London, United Kingdom

Location London, England
Job Type Interim
Posted May 24, 2026

Role Description

  • Asset Transfers Officer - 6-month FTC
  • Asset Transfers role within an Asset Management firm
  • About Our Client

    UK based Asset Manager.

    Job Description

    Asset Transfer Processing

  • Manage end-to-end processing of asset transfers (e.g. ISAs, pensions, GIA accounts)
  • Liaise with external counterparties (custodians, platforms, ceding firms) to facilitate transfers
  • Monitor transfer pipelines and proactively follow up on outstanding cases
  • Ensure timely settlement and accurate reconciliation of transferred assets
  • Client & Stakeholder Communication

  • Provide updates to internal teams (Client Services, Relationship Managers) on transfer status
  • Handle queries from advisers and clients in a professional and timely manner
  • Controls & Reconciliation

  • Perform daily and periodic reconciliations to ensure data accuracy
  • Investigate and resolve discrepancies in asset positions...
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