Insurance broker Work, Jobs in Edinburgh, Edh (with Salaries)

Transfers Officer
FNZ —Edinburgh
- Full-time
- No degree
- Financial services
- Communication skills
- Life insurance
11d
Insurance Manager
Aukera —Edinburgh
- Hybrid work
- Analysis skills
- Contracts
- Communication skills
- Annual leave
Bridging and Development Case Manager
BuildLoan —Livingston
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Case management
- Organisational skills
- Free parking
- Annual leave
Quick apply
Service Colleague
ASDA —Edinburgh
- £13.10 an hour
- Part-time
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
5d
Insurance lawyer
Pinsent Masons —Edinburgh
- Full-time
- Business development
- Organisational skills
- Contracts
Transport Department Manager
ASDA —Falkirk
- Weekend availability
- Supervising experience
- In-person
- Communication skills
- Annual leave
- Employee assistance programme
Warehouse Colleague
ASDA —Grangemouth
- £13.49 - £15.83 an hour
- Weekend availability
- Annual leave
- Employee assistance programme
6d
Warehouse department manager
ASDA —Grangemouth
- Weekend availability
- Supervising experience
- Continuous improvement
- In-person
- Annual leave
- Employee assistance programme
6d

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Transfers Officer

FNZ -
Edinburgh

Apply Now

Job details

Full-time
11 days ago

Benefits

Private medical insurance
Paid volunteer time
Life insurance

Qualifications

Financial Conduct Authority guidelines
Stakeholder collaboration
Financial services
Communication skills

Full job description

Transfers Officer - 6 month FTC

Edinburgh

Hybrid
£Competitive + excellent benefits + career progression

Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?

We’re looking for a Transfers Officer to join FNZ’s Investment Operations team in Edinburgh. In this role, you’ll manage the end-to-end process of assets transferring on and off the FNZ platform, ensuring accuracy, compliance, and outstanding client service.

What you’ll be doing:

You’ll play a key role in making sure assets move efficiently and accurately, liaising with fund managers, brokers, and internal teams to deliver a seamless transfer experience.

Your responsibilities will include:

Managing all transfer processes via electronic and paper methods
Transferring platform holdings in and out of FNZ custody on a daily basis
Issuing stock transfer forms and working with electronic transfer solutions for re-registration
Ensuring accounts held by FNZ (UK) Nominees Ltd reflect accurate transfer positions
Investigating transfer requests and resolving client queries
Liaising with counterparties to agree trade and settlement instructions
Monitoring fund manager reports daily and taking action where needed
Supporting inbound calls from corporate clients and plan managers
Reporting team MI and supporting continuous process improvement

What we’re looking for:

You’ll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential - full training will be provided.

Key skills and attributes:

Degree educated (or equivalent experience)
Strong customer service background (retail, contact centre, or similar)
Proficient in Excel and data analysis
Excellent communication and interpersonal skills
Able to work accurately and meet deadlines
Strong attention to detail and problem-solving ability
Knowledge of financial services and FCA regulations (desirable)

Why join FNZ?

At FNZ, you’ll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.

We offer:

A collaborative, supportive, and motivating work environment
Private health and life insurance, plus additional benefits
Fully funded training and development opportunities
Paid parental and volunteer leave
Cycle-to-work scheme and wellbeing benefits
Hybrid and flexible working options
Opportunities for global mobility across FNZ offices worldwide

Ready to take the next step in your financial services career?

Apply now to become a Transfers Officer at FNZ.

#LI-KL1

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).

Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.

Apply Now

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insurance broker jobs in edinburgh, edh

Transfers Officer

Insurance Manager

Bridging and Development Case Manager

Service Colleague

Insurance lawyer

Transport Department Manager

Warehouse Colleague

Warehouse department manager

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