Investments Asset Transfer Administrator

  • Job Reference: MF17
  • Date Posted: 9 August 2023
  • Recruiter: McKenzie Fox
  • Location: Douglas
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: McKenzie Fox
  • Email:
  • Telephone: 01624 698900

Job Description


An exciting opportunity has arisen for a motivated and enthusiastic individual as an Investments Asset Transfer Administrator within our client’s Investment Management Department.

The role holder will join a successful and fast-growing company based in the Isle of Man. Our client is one of the largest employers in the Isle of Man and represents a great opportunity for those looking to further their career in financial services.


Process Asset Transfers across all asset types for personalised portfolio bonds.

Deal with Client, IFA and internal queries delivering excellent customer service.

Management & maintenance of system controls/regional investment rules to ensure regulatory compliance.

Work closely with colleagues to deliver a positive experience for customers throughout the life of their policy.

Liaise regularly with stockbrokers and global custodians ensuring an efficient/effective transfer process.

Identification of process improvements/controls.

Acting as an SME in key stakeholder meetings/change forums.

Provide overviews of the Asset Transfer process to internal and external parties.

Oversight/maintenance of team procedure notes.


At least 2 years previous experience in an Asset Transfer role.

A strong working knowledge Microsoft Office in particular Excel.

Be educated to A-Level standard, Maths advantageous.

Ability to work accurately under pressure and to strict deadlines.

High levels of accuracy, numeracy, communication & analytical skills.

Have a flexible & adaptable attitude.

Team Player.

To discuss this role further please email your CV to or call us on 01624 698900 quoting reference MF17.