Platform Transitions Administrator

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 counter parties 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.