The Company
Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a customer focused Transfers Associate to join our outstanding Operations Team. This role will report into Head of Transfers.
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
The role
The Transfers Associate plays a critical role in managing and executing client transfer requests, ensuring seamless operations within our investment platform. You will be responsible for submitting transfer requests and applying transfer proceeds to all types of wrappers that Fundment offer, so a good understanding of the product types and regulatory details required to accept transfers would be required. You will also be responsible for providing support to the Platform Client Services Operations Team when required, including taking telephone calls from Financial Advisers looking for guidance on the use of our platform.
Key responsibilities:
If you are passionate about making a difference in a small team and looking for a values driven company where you can share your ideas and thrive, please apply with your CV.
Essential Requirements:
Desirable:
Why join us?
Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Develop your knowledge and progress your career within a growing business where you will be exposed to a range of operational aspects and understand how we improve efficiency and do things differently at Fundment.
Our collaborative office space ensures we are able to regularly get together to input ideas, discuss plans, work on projects, celebrate success and develop our skills.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.
We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in Fitzrovia.
Transfers Associate • Greater London, England, United Kingdom
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