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Manager | Transfer Agency | London

Join an award winning organisation where you will play a crucial role in leading the growing investor services team. Working in a fast paced environment you can expect a fulfilling and rewarding journey where you will be challenged to deliver excellence.

Alongside accurate maintenance of shareholder registers you will assist with client queries ensuring quality control whilst following the necessary policies and procedures.

Responsibilities will include:

  • Responding to all client queries according to service level agreements
  • Performing reconciliation processes in line with regulatory guidelines
  • Onboarding new funds
  • Managing a small team and assisting with support, training and development, creating a teamwork culture
  • Leading and supporting key operational projects

Experience and skills required:

  • IOC qualified (alternatively working towards this qualification or equivalent)
  • Previous experience in working with Jersey, Guernsey and UK domiciled funds
  • Understanding of collective investment scheme administration
  • People management and leadership skills
  • Experience of working through and solving complex issues

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Manager | Transfer Agency | London
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