Transfers-In Administrator

Location: Chelmsford, Hybrid

Salary: £24k - £34k plus Excellent benefits

Job Type: Full Time

An exciting opportunity has arisen for a General Administrator to join a Transfers-In Department in a leading UK Wealth Management company.

Competitive salary of £24,000 - £34,000 per annum, The successful candidate will be required to assist in all areas of the department according to demand.

Duties:



* You will assist with the processing of transferring client portfolios including tax-wrapped and taxable trading accounts


* Assist with the transferring of collectives to and from trading platform(s)


* You will monitor and chase outstanding stock positions.


* Paper stock deposits into Nominee company name


Requirements:



* Knowledge of handling tax-wrapped products


* Awareness of CASS rules and Money Laundering


* Educated to A-Level, or equivalent.


* Experience in a Wealth Management environment would be an advantage but not essential


* Familiarity with Custody & Transfer In Administration will be an advantage


* Attention to detail and high accuracy levels are essential.


Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.

For more information see our Privacy Policy on our website.

It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.

If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.