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Administrator (Transfers Team)

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Salary Competitive
Type Fixed Term
Location Northwich
Division
Job Reference 24423
Contact Christopher.Neal
Date posted

Administrator, Transfers Team (6m FTC) – Northwich – £21k + Bonus + Benefits

An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking an Administrator to join on a 6 month fixed term contract.

KEY RESPONSIBILITIES:

  • To undertake all administrative processes surrounding transfers both onto and from the platform (PULSE) across all product and portfolio types. This is across both the advised and self-directed arms of the business.
  • To develop and maintain close relationships with the London Operational teams to ensure smooth processing of all transfers.
  • To undertake direct liaison with 3rd parties both in terms of documentation forwarding and query/issue resolution.
  • To check all transfer documents are completed properly and meet internal and regulatory requirements.
  • To check/process all business accurately and on a timely basis and to ensure that all targets and internal service levels are met.
  • To liaise closely with other internal departments, to ensure all business processes run smoothly and effectively.
  • To perform a variety of other administrative tasks falling under the remit of the Transfers Team.
  • To assist in collating departmental statistics on a daily and monthly basis, where appropriate.
  • To assist with maintaining an up-to-date Procedures Manual.
  • To inform Line Manager of areas of concern and issues that may arise.
  • To participate in the Appraisal and Development Scheme.
  • Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

 

KEY REQUIREMENTS:

  • Keen attention to detail (system and non-system).
  • Ability to work quickly and accurately within very tight deadlines.
  • Good team player with the ability to work on own initiative.
  • Flexibility and availability to work overtime during peak workload periods.
  • Good communication skills (written and verbal)

If you think you have the skills required and would like to apply, please submit your CV or contact Chris Neal at BRUIN Financial.

BRUIN recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination.

As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs.

We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry.

Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

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Contact Christopher Neal about this job

Associate, Consultant