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.

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