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:
1. Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS.
2. Supporting the movement of collectives between trading platforms.
3. Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs.
4. Handling incoming transfer queries via the team mailbox – triaging, responding, and assigning as needed.
What We’re Looking For:
5. Prior experience in Wealth Management or custodial duties is beneficial but not essential.
6. Familiarity with stock migration and tax-wrapped products is desirable.
7. Knowledge of ISA rules and APS transfers preferred.
Skills That Will Set You Apart:
8. Understanding of Custody & Transfer In Administration.
9. Experience using Equisoft Transfer Gateway.
10. Awareness of CASS rules and anti-money laundering procedures.
11. Strong IT skills, particularly in MS Word & Excel.
12. Ability to multitask, prioritise workloads, and meet tight deadlines.
13. Excellent communication skills and a collaborative mindset.
14. 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.