Administrator - Wealth Management

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.