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Administrator

Lemington
Permanent
£31,396 a year
Posted: 9h ago
Offer description

BMC Recruitment Group are currently recruiting for a Investment/Financial Services Administrator (ISA/GIA Transfers) to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne. Key Benefits they offer: * Salary remuneration of £31,396 inclusive of a monthly bonus. * Full-time permanent position * Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch) * Free on-site parking * Hybrid Working – There will be some hybrid working to this role once training is completed * 33 days annual leave, including bank holidays (increases with length of service) * Enhanced Maternity, paternity and adoption leave * Company pension contribution (increases with length of service) * Financial Services Academy – Allowing employees to develop their career within the wealth management sector * Company/team events throughout the year Your Duties & Responsibilities include: * Ultimately responsible for processing and completing ISA/GIA transfer in and out requests submitted by clients/advisers in line with SLA. * Managing correspondence from clients/advisers with regards ISA/GIA transfer requests made and ensuring that related tasks are completed without incidents/errors. * Take ownership of transfers queries, liaising with colleagues as appropriate to ensure accurate and timely resolutions are provided to clients. * To ensure ISA/GIA transfers processing queries are completed swiftly and accurately in line with SLA as prescribed by your team leader. * Perform various platform/pension administration tasks relating to transfers in accordance with set standards. * Update relevant platform/pension administration databases and systems correctly in line with process guides. * Managing queries resulting from inflight or completed ISA/GIA transfer processing, liaising with colleagues as required to ensure queries are responded to within SLA. You will need: * Pro-active attitude * Strong attention to detail * Strong problem-solving and decision-making skills. * Strong organisational and time management skills. * Knowledge of MS Office products, such as Excel and Word

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