Description Are you an organised and detail-oriented individual looking to build your career in financial services? Charles Stanley is seeking a proactive Transfers In Administrator to join our Chelmsford office. This is a fantastic opportunity to support the smooth onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. What You’ll Be Doing: Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS. Supporting the movement of collectives between trading platforms. Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs. Handling incoming transfer queries via the team mailbox – triaging, responding, and assigning as needed. What We’re Looking For: Prior experience in Wealth Management or custodial duties is beneficial but not essential. Familiarity with stock migration and tax-wrapped products is desirable. Knowledge of ISA rules and APS transfers preferred. Skills That Will Set You Apart: Understanding of Custody & Transfer In Administration. Experience using Equisoft Transfer Gateway. Awareness of CASS rules and anti-money laundering procedures. Strong IT skills, particularly in MS Word & Excel. Ability to multitask, prioritise workloads, and meet tight deadlines. Excellent communication skills and a collaborative mindset. High attention to detail and accuracy is a must. If you're self-motivated, flexible, and ready to contribute to a dynamic team, we’d love to hear from you.