PLATFORM TRANSFER SPECIALIST III

Recruiter:

HR Genie

Job Ref:

4725 NI PLATT

Date posted:

Thursday, July 17, 2025

Location:

Bryanston, South Africa

Salary:

Market related

SUMMARY:
To ensure that all inward and outward transfers are completed accurately and efficiently done.

POSITION INFO:

Our client with a national footprint requires the duties of a Platform Transfer Specialist. Your:

Education:

BCom or similar qualification in Finance, Investment Management, or Business Administration (NQF 7)

Experience:

6–8 years’ experience in the LISP/platform investment industry.
Minimum 4 years’ experience working specifically with transfer processing.
Experience in Life and LISP products, with a strong understanding of Sectional Transfers.
Familiarity with platforms such as Finswitch, CRM systems, and transfer administration tools.

will enable you to:

Execution of Transfer Activities:

Facilitate and process all types of transfers (Section 14, Section 50, and discretionary) across LISP and Life platforms.
Ensure adherence to all regulatory and compliance requirements, including FAIS and FICA.
Perform reconciliations, investigate discrepancies, and resolve unmatched transactions timeously.
Manage and quality-check all documentation including mandates, transfer forms, and confirmations.
Track transfer workflows through internal systems such as the Wealth Connect CRM, Finswitch, and TAU, ensuring timely progression.
Identify process gaps and recommend or implement improvements for transfer efficiency and risk mitigation.
Uphold company policies and procedures, ensuring compliance with regulatory requirements and adherence to quality standards.

Client and Adviser Support:

Act as the first point of escalation for all complex transfer-related queries.
Communicate proactively with advisers, clients, and third-party providers throughout the transfer lifecycle.
Guide stakeholders on correct procedures and requirements to ensure compliance and avoid delays.
Deliver accurate, timely, and professional responses via email, telephonically, and in meetings.

Data and System Management:

Maintain accurate records of all transfer activities and interactions.
Generate reports to track SLA performance, identify bottlenecks, and ensure operational efficiency.
Test and provide feedback for system enhancements relating to the transfer function.

Stakeholder Engagement & Relationship Management:

Build strong working relationships with internal departments (Client Services, Legal, Compliance, and Adviser Offices).
Liaise with external platforms, asset managers, and insurers to streamline processes and manage expectations.
Participate in knowledge sharing and training related to transfer processes and product changes.

Service Excellence and Risk Control:

Monitor and manage turnaround times to meet service level agreements (SLAs).
Identify risks in the transfer process and contribute to ongoing risk management initiatives.
Ensure continuous improvement of service delivery through process reviews and stakeholder feedback.
Assist in crisis resolution where delays or errors may impact the client or firm reputationally.

Similar jobs you might be interested in:

Financial Manager
Location: Midrand
Salary: 650 000 Annually
Calling all aspiring Financial Manager’s seeking a role within the Manufacturing Industry
1 day ago

PLATFORM TRANSFER SPECIALIST III
Location: Bryanston
Salary: Market related
To ensure that all inward and outward transfers are completed accurately and efficiently done.
2 days ago

Receiving Clerk
Location: Isando
Salary: Market related
To ensure accurate receiving of various raw materials for batches used in the operation
2 days ago

Medical Officer (Medical Doctor - Wits RHI)
Location: Hillbrow
Salary: Annually
Background:The Wits Reproductive Health and HIV Institute (Wits RHI) is a renowned African-led research institute that seeks solutions to Africa’s health challengesIt is located within the University of the Witwatersrand and addresses some of the greatest public health concerns affecting our region, including HIV and its related problems, sexual and reproductive health, and vaccinology
3 days ago

Assistant Financial Manager
Location: Johannesburg
Salary: R1 100 000
Ready to turn numbers into strategy on the factory floor? Join a powerhouse of production as their next Assistant Financial Manager and help drive financial precision at the heart of innovation.
3 days ago

Credit Scoring Analyst
Location: Johannesburg
Salary:
Are you a sharp thinker who loves diving into data and transforming it into powerful insights that drive lending strategies? Join a fast-paced, future-focused organisation where your modelling expertise will directly impact real-world credit decisions.
3 days ago

Senior Java Rust Developer – Cape Town/ Hybrid - R850 PH
Location: Johannesburg
Salary: 1632000
Senior Java Rust Developer – Cape Town/ Hybrid - R850 PH
3 days ago

Safety Health Risk Specialist
Location: Johannesburg
Salary: Monthly
Well known health and safety consulting firm is looking for a Safety Health Risk specialist to join their team in JHB, East Rand.
3 days ago

Procurement & Planning Manager
Location: Johannesburg
Salary: 600000 Annually
Are you a resilient, hands-on leader with a sharp eye for strategy and a heart that beats for operational excellence? Do you thrive in tough, fast-paced industrial environments where every decision counts? If you're an all-rounder with a proven track record in management, procurement, planning, and system implementation, then we want to hear from you!
3 days ago

SENIOR FULL STACK C# DEVELOPER (FULLY REMOTE) UP TO R108M PER ANNUM
Location: Johannesburg
Salary: 1080000
SENIOR FULL STACK C# DEVELOPER (FULLY REMOTE) UP TO R108M PER ANNUM
3 days ago