3 Financial Services / Investment jobs in Southend-on-sea

Transfers Administrator

Salary not available. View on company website.

Charles Stanley, Chelmsford

  • Full time
  • Permanent

Apply on company site

Posted 5 days ago, 13 Feb

Quality Assurance Analyst

Salary not available. View on company website.

Charles Stanley, Chelmsford

  • Full time
  • Permanent

Apply on company site

Posted 1 weeks ago, 9 Feb

Compliance Advisory Senio...

Salary Not Specified

Ss&c Technologies, Inc., Fryerns, Basildon

  • Full time
  • Permanent

Apply on company site

Posted 1 weeks ago, 5 Feb

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Transfers Administrator

Salary not available. View on company website.

Charles Stanley, Chelmsford

  • Onsite working
  • Full time
  • Permanent

Posted 5 days ago, 13 Feb

Job ref: a210b59dfae545c1bcb24e018e57cee8

Full Job Description

Job Purpose: To efficiently manage the transfer of GIAs, ISAs, Pensions, and Trusts to new providers and internal accounts. Main Areas of Responsibility:

  • Process the transfer of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft.
  • Instruct and follow up on Unit Trust, CREST, and overseas transfers to ensure timely settlement.
  • Manage cash payment instructions.
  • Communicate with new providers and internal parties (Investment Managers, Assistants, and other departments) via email and telephone.
  • Monitor the progress of each transfer to completion, ensuring residual income is paid away and accounts are zero-balanced for closure.
  • Respond to transfer-related queries by monitoring relevant mailboxes.

    A-Level education or equivalent.
  • Experience or knowledge of handling tax-wrapped products is advantageous but not essential.
  • Experience or knowledge of a Wealth Management environment is advantageous but not essential.
  • Knowledge & Skills:
  • Understanding of Custody & Transfer Out Administration.
  • Proficiency with the Altus Transfer Gateway system.
  • Awareness of CASS rules and Money Laundering regulations.
  • Excellent IT skills, particularly in MS Word and Excel.
  • Flexibility to manage heavy seasonal workloads and meet stringent deadlines.
  • Proactive team player with the ability to multitask and prioritise workloads.
  • Self-motivated with strong communication skills.
  • High attention to detail and accuracy.
  • Facebook

Direct job link

www.jobs24.co.uk/job/transfers-administrator-124622816
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