Client Transfer Analyst (Fintech)

Location: Senator House, London

Company

hirify.global Cheviot is a UK wealth management firm providing discretionary investment management and financial advice to private clients, charities, trustees, and professional partners.

What you will do

• Administer the end-to-end lifecycle of client asset and client money transfers for clients joining or leaving the business.
• Coordinate in-specie, manual, and Straight Through Processing transfers through Equisoft, including workflows, processing queues, data accuracy, controls, and exception handling.
• Liaise with internal Operations teams, the Cashiers team, global custodians, unit trust platforms, market infrastructure, and other external providers.
• Track outstanding transfer items, update internal systems, maintain accurate records, and perform checks on the firm’s books and records.
• Process domestic and overseas asset transfers, tax wrappers, and client money movements in line with service-level expectations and regulatory requirements.
• Support the Manager, continuous improvement, increased automation, ad-hoc tasks, and wider team support while maintaining focus on client outcomes and CASS compliance.

Requirements

• Strong, demonstrable experience in Transfers and Custody operations is advantageous, with a deep understanding of end-to-end client asset transfer processes.
• Proven experience using Equisoft is beneficial, including manual and STP transfers, system workflows, controls, and exception handling.
• Experience liaising with global custodians, unit trust platforms, and market infrastructure such as CREST to facilitate transfers and resolve queries.
• Working knowledge of UK regulatory requirements and tax wrappers, including ISA rules.
• Exposure to domestic and overseas asset transfers, including cross-border considerations and related operational requirements.
• Good working knowledge of Microsoft Office, particularly Excel.
• Strong problem-solving and investigative skills, accurate work in a controlled environment, and excellent verbal and written communication.
• Ability to build effective stakeholder relationships and demonstrate a proactive, collaborative approach.

Nice to have

• Familiarity with global custodians such as BNY Mellon and BNP Paribas.
• A passion for continuous improvement and identifying more efficient ways of working.

Culture & Benefits

• Permanent, full-time position in the Operations department.
• 26 days of holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection at 75% of salary after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction; healthcare cash plan is available to Jersey employees only.