Transfer Specialist III Full Time

Now Hiring: Platform Transfer Specialist III – Investment Platform Operations | Bryanston

Are you a highly skilled transfer specialist with deep experience across Life and LISP platforms? A leading investment platform is looking for a Platform Transfer Specialist III to join its Bryanston-based operations team on a permanent basis.

This senior-level role is ideal for someone who is well-versed in Section 14, Section 50, and discretionary transfers, enjoys process ownership, and thrives in a detail-driven, client-focused operations environment.

Key Responsibilities

Execution of Transfer Activities

• Facilitate inward and outward transfers across Life and LISP platforms

• Handle Section 14, Section 50, and discretionary transfer processes in line with FAIS, FICA, and internal compliance standards

• Investigate discrepancies, resolve unmatched transactions, and perform reconciliations

• Manage documentation including mandates, transfer forms, confirmations, and supporting docs

• Use internal systems such as Wealth Connect CRM, Finswitch, and TAU to track transfer workflow and ensure timely processing

• Identify and implement process improvements to enhance efficiency and reduce risk

Client & Adviser Support

• Serve as the primary escalation point for complex transfer queries

• Provide clear, accurate guidance to clients, advisers, and third-party providers

• Deliver professional responses across email, calls, and meetings

• Ensure compliance through coaching and support throughout the transfer lifecycle

System & Data Management

• Maintain detailed records of transfer activities

• Generate operational reports to monitor SLAs, resolve bottlenecks, and enhance performance

• Assist in testing and improving transfer system features and workflows

Stakeholder Engagement

• Work closely with internal teams including Client Services, Compliance, Legal, and adviser support teams

• Build relationships with external platforms, asset managers, and insurers

• Support knowledge sharing and training sessions related to transfer operations and product updates

Service Delivery & Risk Control

• Track performance against SLAs and escalate risks proactively

• Help resolve crises involving processing delays or reputational risks

• Continuously improve transfer processes based on feedback and audit outcomes

Requirements & Qualifications

• Bachelor’s Degree (NQF 7) in Finance, Investment Management, or Business Administration

• 6–8 years’ experience in the LISP or investment platform environment

• Minimum 4 years’ hands-on experience in transfer processing, ideally across both Life and LISP products

• Deep understanding of Sectional Transfers, transfer documentation, and regulatory compliance

• Proficiency with Finswitch, CRM tools, and investment admin systems

Key Competencies

• Excellent problem-solving and process ownership abilities

• Strong project management and organisational skills

• Exceptional communication and client relationship skills

• Comfortable working independently and as part of a fast-paced operations team

Location: Bryanston, Johannesburg
Employment Type: Permanent
Salary: Market-related and commensurate with experience

Contact Hire Resolve for your next career-changing move.
Our client is offering a highly competitive salary for this role based on experience.

Apply today — contact Lidene Pienaar at Hire Resolve or on LinkedIn
Visit: www.hireresolve.us
Send your CV to: financialcareers@hireresolve.za.com

We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, we’ll keep your CV on file and reach out regarding future opportunities.