Pursuit Resources Group

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 demonstrating strong administrative skills. 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. Keen interest in pursuing a career within the financial services industry Desirable: Understanding of Custody & Transfer In Administration. Experience using Equisoft Transfer Gateway. Awareness of CASS rules and anti-money laundering procedures. 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. Please ensure your location is clearly marked on your CV as this can delay shortlisting. We advise that you submit a cover letter to demonstrate your interest in this role. At this stage; we are only accepting applications from those who have full rights to work in the UK without the need for sponsorship.