Investment Asset Transfers Administrator
to £22,000 + excellent benefits
Busy team servicing new and existing clients, with respect to the re-registrations and transfers to ensure timely transfer of assets
Reviewing and processing client account amendments; processing data amendments
Responding to and resolving queries; identifying incorrect or non-compliant instructions
Skills and experience required:
- Minimum of 2 years experience within a FCA regulated Investment, Asset Management of similar financial services environment
- Proven track record of working accurately
- Good organisational skills, confident to prioritise multiple tasks, and work in a fast paced environment.
- Strong communication skills, confident to build relationships with clients.
Hours Monday to Friday 9 am - 5.30 pm; pension, life assurance, 22 days holiday and range of benefits.
- Financial Services
- Wealth Management
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