Senior Administrator - Transfer Agency

Brand: HSBC

Area of Interest:

Location:

Edinburgh, GB, EH12 9DT

Work style: Hybrid Worker

Date: 3 Feb 2026

If youre looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

Were one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

Were currently seeking an experienced professional to join our team in the role of Senior Administrator Transfer Agency.

Working within our UK Transfer Agency, this is dynamic role where youll get exposure to key stakeholders as you provide a range of services for a combination of retail and institutional investors across a variety of areas, including Investor Services, Bereavement, Complaints, Anti Money Laundering, Dealing, and 3rd party oversight. In this client-focused role youll be answering phone calls, replying to email and letter correspondence, handling bereavement notifications, and logging complaints.

As an HSBC employee in the UK, youll have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role youll:

Support multiple Asset Managers with a range of products such as Open Ended Investment Companies, Unit Trusts, ISAs and Investment Trusts
Be the voice of the customer, maintaining open and transparent communication with customers
Deliver excellent support and service whilst alerting all key stakeholders on high risk as well as sensitive customer complaints and, participating in the steps taken to remedy processes, policies, and systems
Carry out the day-to-day processing of activities to ensure that all tasks are handled in accordance with agreed procedures and controls and, in accordance with relevant fund parameters
Suggest and implement improvements to the Transfer Agency processes and procedures in consultation with your Supervisor

To be successful in this role you should meet the following requirements:

A relevant background in a client-focused, telephone-based role dealing with phone, email, and written correspondence for customers is essential
Knowledge of Investor, Shareholder Services, Transfer Agency, and/or the UK Funds or Pensions industry
Excellent verbal and written communication skills, with demonstrated ability to work under pressure and to deadlines is essential
Exposure to working in the financial services industry together with a strong business sense and awareness of the key risk areas of the business
Adaptable, service-orientated, and customer-focused with the ability to ensure deadlines, controls, and procedures are adhered to, and the confidence in analysing issues

Opening up a world of opportunity.

Being open to different points of view is important for our business and the communities we serve. At HSBC, were dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500