Transfers Administrator - ref. u07729403

Job Purpose: To efficiently manage the transfer of GIAs, ISAs, Pensions, and Trusts to new providers and internal accounts.

Main Areas of Responsibility:

• Process the transfer of client portfolios (GIAs, ISAs, Pensions, and Trusts) to new providers via paper-based instructions and the Altus Transfer Gateway/Equisoft.
• Instruct and follow up on Unit Trust, CREST, and overseas transfers to ensure timely settlement.
• Manage cash payment instructions.
• Communicate with new providers and internal parties (Investment Managers, Assistants, and other departments) via email and telephone.
• Monitor the progress of each transfer to completion, ensuring residual income is paid away and accounts are zero-balanced for closure.
• Respond to transfer-related queries by monitoring relevant mailboxes.

Qualifications & Experience:

• A-Level education or equivalent.
• Experience or knowledge of handling tax-wrapped products is advantageous but not essential.
• Experience or knowledge of a Wealth Management environment is advantageous but not essential.

Knowledge & Skills:

• Understanding of Custody & Transfer Out Administration.
• Proficiency with the Altus Transfer Gateway system.
• Awareness of CASS rules and Money Laundering regulations.
• Excellent IT skills, particularly in MS Word and Excel.
• Flexibility to manage heavy seasonal workloads and meet stringent deadlines.
• Proactive team player with the ability to multitask and prioritise workloads.
• Self-motivated with strong communication skills.
• High attention to detail and accuracy.