We are looking for a Junior Transfer Analyst to join the team on a 6-month fixed-term contract, and support the processing of Cash ISA Transfers. The successful candidate will be responsible for completing various operational tasks related to CMC Markets Investments' Cash ISA Transfers , while maintaining good working relationships with internal and external stakeholders to ensure cases are managed effectively.
The role requires excellent attention to detail, strong communication and organisational skills, and the ability to work collaboratively within a team environment while managing changing priorities and deadlines.
Cash Transfer is the process of transferring existing cash from one broker to/from another broker or from/to one broker to another registry.
Key Responsibilities:
Processing of Cash ISA (Transfer In and Transfer Out)
Establishing relationships with external counterparties to ensure issues are resolved
Following up with client/broker on all transfer cases through emails/calls on daily basis
Performing Four Eye oversight on transfer
Managing queries from clients/Premium Client Managers/Internal Stakeholders
Adhere to SLAs & KPIs
Key Skills and Experience:
Ability to work with a great deal of attention to detail
Microsoft Excel skills
Excellent communication skills
Ability to work in a team
Should be able to go beyond the roles and responsibility and should be able to help the team members during peak times
Excellent organizational skills
Ability to cope under pressure
Deadline / delivery conscious and flexible to changing priorities
Excellent analytical skills and ability to create dashboards
This is an excellent opportunity for someone looking to develop their career within financial services operations in a fast-paced and collaborative environment.
CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.
CMC Markets is a global provider of online trading and investment services, with a comprehensive retail, professional and institutional offering. Established in 1989, we're headquartered in the City of London, with regional hubs in Australia, Bermuda, Canada, Germany, Singapore, and the United Arab Emirates. The company is listed on the LSE under the ticker CMCX and is a constituent of the FTSE 250 index.
Around the world, more than 1.5 million customers trade and invest with us*. Clients use our proprietary, award-winning online trading platforms and mobile apps**, plus MT4 and TradingView, to trade on thousands of financial instruments via spread bets (UK & Ireland only), contracts for difference (CFDs), and options. We offer transparent and competitive pricing, fast execution, and dedicated 24/5 customer service.
*1.621 million unique user logins for our invest and CFD platforms globally (August 2024).
**Best Mobile Trading Platform & Best Spread Betting & CFD Education Tools, ADVFN International Financial Awards 2025; No.1 for Commissions & Fees, No.1 Most Currency Pairs, Best-in-class for Overall Excellence, Mobile Trading App, Platform & Tools & Research, ForexBrokers.com Awards 2025.
Disclaimer: Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 67% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets, CFDs, OTC options or any of our other products work and whether you can afford to take the high risk of losing your money.
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