Senior Transfers Specialist - London

Wealth Platform – Wealth Platform / Hybrid

About us

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

• Global Prime Partners (GPP) is a subsidiary of Titan Wealth.  GPP is an FCA regulated investment firm that provides:
• Custody services to predominantly discretionary fund managers (DFMs) and independent financial advisors (IFAs)
• Clearing and settlement services mainly on an agency basis for its DFMs and IFAs
• Trade execution services mainly for its DFMs, IFAs and institutional clientsUtilising the same core infrastructure, GPP also serves a significant number of institutional broker-dealers and institutional investor clients.

This role is to support & report to the Team Leader of the Transfers department. The Senior Operations/Transfer Administrator role will be responsible for ensuring all tasks, such as transfers in/out, DEMATs/REMATS are completed on various platforms. The role will include interaction with Clients (DFMs/IFA) & counterparties.  

Job Responsibilities

• Providing a positive client experience by responding to clients queries with accurate and timely responses via Happy Fox (ticketing system), email and telephone.  
• Working with internal departments i.e. Risk & Compliance, Treasury, Corporate Actions & Reconciliations to resolve issues ensuring clients’ needs are fulfilled effectively, escalating when required. 
• Ensuring accurate settlement of transfers in/out including equities, funds/ collectives and working with internal teams to resolve any cash/stock breaks 
• Investigating reconciliation differences, both internally and externally, identifying opportunities to implement prevent these and implementing those prevention strategies.  
• Conducting root cause analysis for the  transfers team lead and Head of Wealth Operations.  
• Support the Team Leader with multiple asset migrations, leading on smaller migrations. 
• Support the Transfer Team lead with process improvements and broader Wealth Operations projects.
• Continuously ensuring the accuracy and integrity of all client data entered and maintained within the system. 
• Proactively sharing knowledge with junior members of the team such as ISA transfers,  HMRC implications and APS impacts. 
• Provide guidance to the wider transfer team and act as the  first point of escalation for the wider team 
• Creating and maintaining transfer Standard operating procedures.  
• Supporting broader Titan team by taking on additional responsibilities as may be reasonably requested within the remit of your role.   
• Adhere to all FCA regulations including consumer duty. 

Job Requirements

• Minimum 2 years’ experience in Wealth Management industry specifically transfers. 
• Team player with customer focused approach and eye for detail.  
• Strong verbal and written communication skills. 
• Knowledge of inhouse systems i.e Tercero/CRM/DMS desirable. 
• Strong knowledge of Microsoft Excel. i.e. Pivot tables, V-Look ups etc.  
• Advanced knowledge of access database desirable 
• Strong understanding of CASS 6 & CASS 7 rule & regulations 
• Knowledge of DFM to DFM transfers via a custodian platform 
• Intermediate demat and remat experience Intermediate knowledge of CHESS and DRS settlements 

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

- Competitive salary

- 25 days annual leave + public holidays

- A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

- 6% employer pension contribution

- Further education and training support

- Discretionary performance related bonus

- Confidential Employee Assistance Programme

- 2 days per year for voluntary work

- “Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.