Transfers In Administrator

Are you an organised and detail-oriented individual looking to build your career in financial services? Charles Stanley is seeking a proactive Transfers In Administrator to join our Chelmsford office. This is a fantastic opportunity to support the smooth onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts.

What You'll Be Doing:

• Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS.
• Supporting the movement of collectives between trading platforms.
• Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs.
• Handling incoming transfer queries via the team mailbox - triaging, responding, and assigning as needed.

What We're Looking For:

• Prior experience in Wealth Management or custodial duties is beneficial but not essential.
• Familiarity with stock migration and tax-wrapped products is desirable.
• Knowledge of ISA rules and APS transfers preferred.

Skills That Will Set You Apart:

• Understanding of Custody & Transfer In Administration.
• Experience using Equisoft Transfer Gateway.
• Awareness of CASS rules and anti-money laundering procedures.
• Strong IT skills, particularly in MS Word & Excel.
• Ability to multitask, prioritise workloads, and meet tight deadlines.
• Excellent communication skills and a collaborative mindset.
• High attention to detail and accuracy is a must.

If you're self-motivated, flexible, and ready to contribute to a dynamic team, we'd love to hear from you.