Johannesburg: Transfer Specialist III posted by Hire Resolve
Posted on 2025-07-27 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Gauteng / Johannesburg |
Job Summary
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
-
Bachelors Degree (NQF 7) in Finance, Investment Management, or Business Administration
-
68 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.********.co.za
Send your CV to: *****@*****.co.za
We will contact you telephonically within 3 days if you are suitable for this vacancy. If not, well keep your CV on file and reach out regarding future opportunities.
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Johannesburg
More jobs in Gauteng
Browse Other Finance/Accounting Jobs
Browse Hire Resolve Jobs
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Johannesburg: DevOps Engineer posted by Sabenza IT & Recruitment
Step into a cutting-edge technology powerhouse driving digital innovation across the global automotive industry Were on the hunt for a seasoned Senior...
View Job
DevOps Engineer
Johannesburg: Senior SAP FI Consultant posted by Sabenza IT & Recruitment
We are seeking an experienced SAP FICO SD Functional Consultant with deep knowledge of configuration, design, and integration testing in S4 Hana...
View Job
Senior SAP FI Consultant
Johannesburg: Security Consultant-Verify Directory posted by Blue Pearl PTY LTD
Position OverviewWe are seeking an experienced nbspVERIFY DIRECTORY Consultant to provide expert-level support and services for the configuration,...
View Job
Security Consultant-Verify Directory
Johannesburg: Business Development Specialist posted by Edgexec (Pty) Ltd
Business Development SpecialistLocation South AfricaType Permanent Skills Development amp TrainingConnect. Influence. Drive impact.This is an ideal...
View Job
Business Development Specialist
Johannesburg: Fire & Wet Services Engineer posted by Hire Resolve
A dynamic and highly respected building services consultancy specializing in innovative engineering solutions, is currently seeking a Fire amp Wet Services...
View Job
Fire & Wet Services Engineer
Johannesburg: Boilermaker Foreman posted by Hire Resolve
Hire Resolves Client is urgently looking for the Boilermaker Foreman to be based in Gauteng!nbspResponsibilitiesLegally appointed under 2.14.1 and 2.13.12...
View Job
Boilermaker Foreman
Johannesburg: Web Developer posted by Hire Resolve
A dynamic and innovative software development company based in Johannesburg, at the forefront of leveraging Artificial Intelligence to create cutting-edge...
View Job
Web Developer
Johannesburg North: Head of Risk Management posted by Network Finance
A leading financial services provider is looking for a technically astute Head of Risk to take the reins on enterprise-wide risk strategy. This is a...
View Job
Head of Risk Management
Johannesburg: Key Account Sales Specialist (Vinyl, signage, or graphics industry) posted by Headhunters
Our client, a market leader in their field, is seeking to employ an experienced vinyl, signage, and or graphics Key Accounts Sales Specialist at their...
View Job
Key Account Sales Specialist (Vinyl, signage, or graphics industry)
Johannesburg: Industrial Designer posted by Talent Link
As an Industrial Designer, you will be responsible for leading the design, development, and testing of innovative products from concept to production. This...
View Job
Industrial Designer
Johannesburg: Field Service Technician posted by Ingenious Personnel Holdings
The purpose of this role is to carry out maintenance, servicing, and repairs on truck-mounted cranes, waste handling equipment, marine cranes, and related...
View Job
Field Service Technician
Johannesburg: MECHANICAL ENGINEER posted by Route Management
Design of Truck trailers and trailer componentsOverseeing of manufacturing of new designsFaultfinding and solutionsNew innovations on trailer...
View Job
MECHANICAL ENGINEER
Johannesburg: Wealth Management Administrator posted by FROGG Recruitment
Wealth Management Administrator Sandton Johannesburg Our Wealth Management client is looking for a Wealth Management Administrator with solid 5 years...
View Job
Wealth Management Administrator
Johannesburg South: QUANTITY SURVEYOR – URGENTLY NEEDED posted by tim mas holding group
Junior QS position with licence.please send cv ,licence and certificates.
View Job
QUANTITY SURVEYOR – URGENTLY NEEDED
Johannesburg: Outbound/Dispatch Supervisor (JHB) posted by Datafin
OutboundDispatch Supervisor JHBSupply ChainLogisticsJohannesburg - Gauteng - South AfricaENVIRONMENT OVERSEE and manage the efficient dispatch of finished...
View Job
Outbound/Dispatch Supervisor (JHB)
Johannesburg: Regional Buyer Furniture (Germiston) posted by Datafin
Regional Buyer Furniture GermistonMediaMarketingSalesJohannesburg - Gauteng - South AfricaENVIRONMENT A highly meticulous solutions-driven Regional Buyer...
View Job
Regional Buyer Furniture (Germiston)
Johannesburg: Content Creator posted by Liham Consulting Pty (Ltd)
Job DescriptionPreparing print-ready designs, including formatting, resizing, and image adjustments while ensuring brand and colour consistency.Creating...
View Job
Content Creator
Johannesburg: Supply Chain Coordinator posted by Headhunters
Our client, a leader in the automotive component manufacturing sector, is currently looking to employ a Supply Chain Coordinator based in Elandsfontein,...
View Job
Supply Chain Coordinator
Johannesburg: Database & Programme Administrator posted by Edgexec (Pty) Ltd
Database amp Programme AdministratorLocation JohannesburgHybridType Permanent Youth Development Non-ProfitEmpower youth. Keep the mission moving.Join a...
View Job
Database & Programme Administrator
Johannesburg: Project Manager posted by Daisy JHB (Pty) Ltd
Purpose of the roleThe Project Manager is responsible for planning, organizing, and executing projects, ensuring they are completed on time, within budget,...
View Job
Project Manager
Johannesburg: Parts Sales Representative – Internal – Benrose posted by Headhunters
Our client, a market leader in the Material Handling space is seeking to employ an Internal Parts Sales Representative to join their team in Benrose,...
View Job
Parts Sales Representative – Internal – Benrose
Johannesburg: Production / Line Manager posted by Headhunters
Our client in the manufacturing industry is currently seeking to appoint a Production Line Manager to be based at their premises in Johannesburg,...
View Job
Production / Line Manager
Johannesburg: SALES MANAGER posted by Tower Group
A brief description of the duties, responsibilities, and functions will consist of, but is not limited toFacilitating and providing direction on all rental...
View Job
SALES MANAGER
Johannesburg: Customer Service Representative – Mbombela posted by Tailormade Solution
Drive sales efforts through effective planning, scheduling and conducting ongoing customer visitsEngage with existing customer base in order to grow...
View Job
Customer Service Representative – Mbombela
Johannesburg: Sales Specialist – LPG Valve Specialist posted by Headhunters
Our client based in Modderfontein, Johannesburg is currently looking to employ an experienced Liquefied Petroleum Gas LPG Valve Sales Specialist to their...
View Job
Sales Specialist – LPG Valve Specialist