Administrator - Wealth Management

Pursuit Executive Recruitment Ltd; Chelmsford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Wealth Management firm in Chelmsford is seeking an organised Administrator to support the onboarding of client portfolios. The successful candidate will have strong administrative skills and a keen interest in financial services. Prior experience in a similar role is beneficial but not essential. The role offers a competitive salary and a flexible benefits package including pension contribution and gym membership.

Benefits

10% pension contribution

Income protection

Gym membership offers

Ability to purchase additional holidays

Qualifications

• Prior work experience in a professional setting demonstrating strong administrative skills.
• Keen interest in pursuing a career within the financial services industry.
• Familiarity with stock migration and tax-wrapped products is desirable.

Responsibilities

• Manage the efficient transfer of client portfolios.
• Support the movement of collectives between trading platforms.
• Monitor and chase outstanding transfers to ensure completion.
• Handle incoming transfer queries via the team mailbox.

Skills

Strong administrative skills

Proficient in Microsoft Excel

IT literate

Excellent communication skills

Tools

Equisoft Transfer Gateway

Job description

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 will 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.