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Investment Transfers Manager


£40000 - £50000

Investment Transfers Manager




Aaron Puddephatt
Alexander Lloyd are again partnered with an expanding Financial Services Organisation based in West-Sussex on the key hire of Investment Transfer Manager.

You will need knowledge of GIA & ISA Investment Products to be considered for this role, alongside management experience with a small team.

The successful candidate will be responsible for:

* Lead team meetings / Managing a team of 7 people
* Participation and contribution in management meetings
* Setting goals and managing quarterly documented one to ones
* Review and authorise standard operational tasks within the team
* Report and present accurate MI

This role will be conducted on a hybrid model with 2 days per week expected to be in the office.

In return for your hard work you will also be entitled to an on-site gym, discounted canteen, life insurance, and other additional standard company benefits.

Please quote 48485 when calling Aaron at Alexander Lloyd or email them at This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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