Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Administrator - wealth management

Chelmsford
Permanent
Pursuit Executive Recruitment Ltd
Wealth manager
Posted: 16h ago
Offer description

Working on behalf of a leading Wealth Management organisation in Chelmsford, we are recruiting for an organised and detail-oriented individual looking to build a career in Financial Services. This is an Administrator position; working in their Chelmsford office. You swill support the onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. Our client is ideally looking for prior experience within a similar environment and will suit someone who is looking to build their career within the industry. As well as a competitive base salary, depending on experience, our client also offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee's salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more. Main Responsibilities 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.Experience Strong administrative skills; proficient in Microsoft Excel, Outlook and IT literate. Prior work experience within a dynamic and professional setting ...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Banking jobs in Chelmsford
jobs Chelmsford
jobs Essex
jobs England
Home > Jobs > Banking jobs > Wealth manager jobs > Wealth manager jobs in Chelmsford > Administrator - Wealth Management

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save