Job Description

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
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
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Send your CV to:
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.
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