At a Glance
- Tasks: Support the Transitions team with SIPP/ISA/GIA transfers and ensure timely asset transitions.
- Company: Respected Investment Management firm focused on client relationships and innovative technology.
- Benefits: 12-month contract, competitive salary, and a vibrant work environment in the City.
- Other info: Great opportunity for career growth in a supportive and collaborative atmosphere.
- Why this job: Join a dynamic team and play a key role in simplifying financial transitions for clients.
- Qualifications: Strong administrative skills and attention to detail; experience in finance is a plus.
The predicted salary is between 30780 - 38000 £ per year.
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 counterparties 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 into Pershing NEXUS system 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 transf...
Transitions Administrator employer: Dimensions Specialist Recruitment Ltd
As a leading Investment Management organisation located in the heart of the City, we pride ourselves on fostering strong client relationships and simplifying financial planning through innovative technology. Our collaborative work culture encourages professional growth and development, offering employees the opportunity to thrive in a supportive environment while contributing to meaningful client outcomes. Join us as a Transitions Administrator and be part of a team that values your contributions and invests in your future.
Contact Details:
Dimensions Specialist Recruitment Ltd Recruitment Team
