Use WealthServ and transfer documentation to support Hub Financial's advisor operations. Maintain accurate records while resolving discrepancies across carriers.As a Transfer Specialist with Hub Financial, you will support workflows that update client policies, servicing details, and commissionable brokers. You will prepare and submit transfer requests, maintain WealthServ data, investigate discrepancies, and follow up with carriers. The role also involves broker communication, client listings, and broader project work.



APEXA experience is an asset.Key Responsibilities:Prepare transfer documentation for brokers and insurance companiesProcess Buy/Sell agreements affecting servicing and commission changesTrack transfer requests through required carrier timelinesUpdate broker and block transfer records in WealthServResolve discrepancies through thorough transfer investigationsRequirements:Commitment to accurate data and detailed documentationEffective communication with brokers, carriers, and partnersAbility to prioritize multiple tasks and follow throughIntermediate knowledge of MS Word and ExcelWealthServ, APEXA, or block transfer experience is an assetSupport dependable transfer operations through WealthServ accuracy, documentation, carrier follow-up, and careful discrepancy resolution.

📌 Wealthserv Transfer Operations Specialist (London)
🏢 HUB International
📍 London