Transfers Operations Specialist
Role Description & Overview
Fundment is seeking a Transfers Associate to manage client transfer requests and apply proceeds across wrappers on our investment platform within a fast-growing operations team. You will ensure accuracy and timely processing of transfers while supporting adviser inquiries.
You will perform reconciliations, liaise with financial institutions, and collaborate with the technical team to improve efficiency and adviser experience.
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Key Details
- Date Posted: 22 Oct 2026
- Location: london
- Employment: Permanent
- Workplace: Hybrid
- Specialism: Finance
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Fundment
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