Platform Transitions Administrator

Confidential; Greater London; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Confidential, an Investment Management organisation based in the City, seeks a Transitions Administrator on a 12-month fixed-term contract to support the transitions team with client asset transfers.

You will process transfer instructions for SIPP/ISA/GIA, chase counterparties, track progress, ensure SLAs, and liaise with relationship managers and third parties, with strong attention to detail and clear communication.

Qualifications

• Experience in Transitions or similar environment.
• Knowledge of ISA, SIPPs and Offshore Bonds.
• Strong organisational and numerical accuracy.
• Excellent verbal and written communication.

Responsibilities

• Process transfer instructions and chase counterparties to complete transfers timely.
• Track and report assets in transfer and ensure SLA adherence.
• Check transfer requests from relationship management teams and liaise with third parties.
• Update Asset Tracker system and provide updates to clients to monitor progress of transfers.
• Receive transfer cheques, verify information and pass to cash management.

Skills

Organised

Thorough

Numerate

Attention to detail

Communication skills

Job description

We are privileged to be working within a highly respected Investment Management organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear.

Based in the heart of the City and due to ongoing developments, they are now seeking a Transitions Administrator to join them on an initial 12-month fixed term contract.

Working as part of a team, you will provide administrative support to the Transitions team, specifically in the processing and administration of SIPP/ISA/GIA transfers, to ensure timely transition of client assets in to and out of the business. This will include but not limited to:

• Processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner.


• Work with the Transitions team to track and report on assets in transfer and ensure adherence to Service Level agreements.


• Check and process transfer requests received from the relationship management teams, liaising with third parties regarding settlement and inputting instructions.


• Manage efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer


• Receiving transfer cheques in to the business, cross checking information, updating the system and passing to cash management team for processing

You will already possess relevant experience within a Transitions or similar environment, coupled with coupled with knowledge of tax wrapper structures, such as ISA's, SIPPs and Offshore Bonds.

Additionally, you will be someone who is organised, thorough, numerate and has good attention to detail, coupled with excellent communication skills (verbal & written) and with understanding of the importance of treating customers fairly.

The role is offered on a hybrid working pattern (2-days in the office) together highly attractive remuneration and benefits package.

Further details are available.