SIPP Transitions Specialist — Asset Transfer Ops

Seven Investment Management; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

Seven Investment Management is seeking an Admin Support specialist for the Transitions team in Greater London. You will process SIPP transfer requests, chase cases with counterparties, and input instructions into Pershing NEXUS, ensuring timely client asset transitions.

You will liaise with counterparties, fund managers and custodians, track assets in transfer, manage the team mailbox, and process transfers via Origo and Altus while maintaining strict adherence to procedures and SLAs.

Qualifications

• Knowledge of tax wrappers: SIPP, ISA, GIA.
• Pershing NEXUS knowledge is an advantage.
• Asset transfer knowledge: unit trusts, CREST, foreign and cash movements.
• Electronic reregistration and Origo/Altus knowledge is an advantage.
• 1–3 years SIPP transitions/Administration experience.

Responsibilities

• Process and check transfer requests from 7IM relationship management teams and input instructions into Pershing NEXUS.
• Liaise with counterparties, fund managers and custodians to ensure smooth transfers.
• Track assets in transfer using Transfer Tracker and provide progress updates to clients.
• Manage team mailbox, post and phone queries.
• Process transfers through Origo and Altus re-registration systems.
• Monitor reports to confirm receipt of funds and assets.
• Chase and validate transfer information from third parties.
• Process payments to clients and third parties related to transfers out.
• Ensure adherence to internal procedures and controls.
• Maintain relationships with other 7IM departments.

Skills

Attention to detail

Organisation

Communication skills

Ownership and initiative

Education

IOC certificate (ideal)

Job description

Seven Investment Management is seeking an Admin Support specialist for the Transitions team in Greater London. You will process SIPP transfer requests, chase cases with counterparties, and input instructions into Pershing NEXUS, ensuring timely client asset transitions.

You will liaise with counterparties, fund managers and custodians, track assets in transfer, manage the team mailbox, and process transfers via Origo and Altus while maintaining strict adherence to procedures and SLAs.