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Transfers Administrator

Salary £20k to £25k
Type Permanent
Location Northwich
Sectors Operations
Pensions & Employee Benefits
UK & Regional
Job Reference UK2C/CXN/30033
Contact Christopher Neal
Date posted 12-10-2018

Transfers Administrator – up to 25k + Bonus + Benefits

An exciting opportunity has arisen to join a leading Asset Management Company in Cheshire. The Financial Services Organisation is seeking a Transfers Administrator to join on a permanent basis.

You will be required to undertake all elements of transfer processing on the investment platform (PULSE). This involves transfers of Stocks and Shares ISAs, Cash ISAs, certificated stock transfers and non-ISA portfolio transfers (both in and out) on both a cash and/or an in-specie basis.

• 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 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.
• Keen attention to detail (system and non-system).
• Flexibility and availability to work overtime during peak workload periods.
• Previous Financial Services experience, specifically in a Wealth Management business, would be a great advantage, as would experience in working with investment products and ‘platforms.’
• Previous experience in dealing with transfers, particularly in relation to Stocks and Shares ISA and non-ISA portfolio, would be a great advantage.
If you think you have the skills required and would like to apply, please submit your CV

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Contact Christopher about this job

Associate, Consultant