Asset Transfers Specialist; SIPP/ISA
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-07-08
Listing for:
Seven Investment Management
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Seven Investment Management in the United Kingdom is seeking an individual to provide administrative support to the Transitions team, focusing on SIPP/ISA/GIA transfers. The successful candidate will manage the complete transaction process in partnership with third parties and track asset transfers effectively.
Key responsibilities include processing transfer requests, tracking and reporting transfers, and communicating with counter parties. Candidates should have knowledge of tax wrapper structures and ideally be studying towards the IOC certificate.
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