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:
- 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.
What We're Looking For:
- 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.
Skills That Will Set You Apart:
- Understanding of Custody & Transfer In Administration.
- Experience using Equisoft Transfer Gateway.
- Awareness of CASS rules and anti-money laundering procedures.
- Strong IT skills, particularly in MS Word & Excel.
- 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.
If you're self-motivated, flexible, and ready to contribute to a dynamic team, we'd love to hear from you.