Transfer Analyst

About The Business

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).

If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.

About The Role

Level: 1

Contract: Permanent

Department: Operations

Location: - Senator House, London

The Client Transfer Analyst is responsible for the accurate and timely administration of client asset and client money transfers for clients joining and leaving the business. This role sits within Operations and plays a key part in ensuring a seamless transfer experience for clients, while maintaining full adherence to regulatory requirements and internal controls.

The role involves managing the end-to-end lifecycle of in-specie transfers, including coordination with internal teams and external providers, ensuring all activity is completed efficiently, securely, and in line with service level expectations. You will be responsible for liaising with the Cashiers team to facilitate the prompt and accurate movement of client money, as well as working with third parties to ensure the secure transfer of assets and tax wrappers.

As part of your day-to-day responsibilities, you will track and follow up on outstand...

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis.