Transfer Administrator

  • Location:

    Northwich, Cheshire

  • Sector:

    Banking Operations

  • Job type:


  • Salary:

    Up to £21000 per annum

  • Contact:

    Cheyne Cole

  • Job ref:


  • Published:

    6 months ago

  • Duration:


  • Expiry date:


  • Start date:


Transfer Administrator

This outstanding wealth management company based in Norwich are looking for a Transfer Administrator to join their team on a Fixed term contract basis. As a transfer administrator you will be responsible for transfer processing 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.

As a Transfer Administrator you will be responsible for the below:

  • To develop and maintain close relationships with the Operational teams to ensure smooth processing of all transfers.
  • To undertake all administrative processes surrounding transfers both onto and from the platform across all product and portfolio types. This is across both the advised and self-directed arms of the business.
  • To check all transfer documents are completed properly and meet internal and regulatory requirements.
  • To liaise closely with other internal departments, to ensure all business processes run smoothly and effectively.
  • To assist in collating departmental statistics on a daily and monthly basis, where appropriate.
  • To inform Line Manager of areas of concern and issues that may arise.
  • To participate in the Appraisal and Development Scheme.
  • 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.

In order to qualify as a Transfer Administrator, it is essential to have the below:

  • 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.
  • Previous data entry and paperwork checking experience desirable

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