Are you highly organised with a keen eye for detail and experience in financial services? We’re looking for a Transfers Administrator to join our Chelmsford-based team. This is a great opportunity to support the smooth and accurate transfer of client accounts, ensuring a high standard of service throughout.
About the Role
As a Transfers Administrator, you’ll be responsible for processing the transfer of GIAs, ISAs, Pensions, and Trusts to both internal accounts and external providers. You’ll work closely with internal teams and third parties to ensure transfers are completed efficiently and in line with regulatory requirements.
Key Responsibilities
1. Process internal transfers of GIA, ISA, and Trust accounts, including APS (Additional Permitted Subscriptions)
2. Manage external transfers using both paper-based methods and the Altus (Equisoft) platform
3. Handle internal cash movements and BACS payments to clients and third parties
4. Track the progress of transfers using internal systems to ensure timely account closures
5. Respond to queries via the team’s shared mailbox
6. Manage ISA-ineligible stock transfers to GIA accounts
7. Process certificated holdings transfers to clients or new providers
8. Support other administrative duties as required
About You
Experience & Qualifications
9. Strong understanding of ISA rules and APS transfers
10. Previous experience in a wealth management or financial services environment is desirable
Skills & Knowledge
11. Knowledge of custody and transfer-out administration
12. Familiarity with the Altus Transfer Gateway system
13. Awareness of CASS rules and anti-money laundering regulations
14. Proficient in Microsoft Word and Excel
15. Able to manage high workloads and meet tight deadlines
16. Strong attention to detail and accuracy
17. Excellent communication skills and a proactive, team-oriented approach
Why