Vacancy details

Transfers Administrator

Salary range: Competitive Categories: Administration, Finance, Miscellaneous, Wealth Management Employment term: Permanent Location: Whiteley, Hampshire Vacancy Status: Vacancy Open Posted on: August 12th, 2022 Apply now

Transfers Administrator

Whiteley, Fareham, Hampshire

Highly competitive salary + flexible benefits platform + private health + study assistance

Our client is a highly successful and growing wealth management company and now have a great opportunity for a Transfer Administrator to join their Platforms Operations team.

Main responsibilities:

  • Responsible for processing all aspects of a transfer, BAU and migration transfers
  • Carry out vigorous checks of all the transfer documentation to ensure that the transfer can be processed efficiently without error or delay
  • Communicate with counterparties, pension providers, fund managers, registrars, and custodians to expedite the client assets to and from the business
  • Track and report on transfers in flight and ensure adherence to Service Level agreements
  • Ensure transfer ISA history and bookcosts have been recorded onto the system
  • Liaising with internal departments to follow up and update on progress of transfer
  • Actively seek ways of improving quality and efficiencies in procedures

Skills and Experience required:

  • Educated to a minimum degree level (minimum 2:1) from a leading university or have at least 2 years’ experience in financial services
  • An excellent communicator with a positive mindset
  • Ability to work alone and well in a team
  • Curiosity for solving business problems
  • A technology native who has applied experience with Microsoft Excel but who is comfortable applying that knowledge to other systems
  • Good time management skills, with the ability to prioritise tasks and work to multiple deadlines, often autonomously with a strong attention to detail
  • The ability to form successful professional relationships both internally and externally
  • Knowledge of ATG / Origo is an advantage but not essential

Remuneration will include Competitive salary depending on experience and qualifications. 28 days holiday, plus bank holidays. Group Life, Income Protection and Pension. Private Medical and Study assistance provided after probation, flexible benefits platform.

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