Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client asset transfers and ensure accurate portfolio records.
- Company: Join a top-tier Wealth Management firm with a stellar reputation in London.
- Benefits: Competitive salary of 35-45K and potential for career growth.
- Why this job: Gain hands-on experience in asset management while working in a collaborative team environment.
- Qualifications: Experience in asset transfers and ISAs, strong communication skills, and self-motivation required.
- Other info: This is a 6-month fixed-term contract with opportunities for process improvement.
The predicted salary is between 28000 - 36000 £ per year.
SALARY 35-45K The Company Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role This role is a 6 month FTC The Asset Transfers Analyst will confidently and efficiently arrange the transfer in and out of client assets and ISA subscriptions, ensuring client portfolio records are accurate and reflect all assets transferred in the firms system. The Asset Transfers Analyst will work closely with the Settlements and Clients services team ensuring all records on any transferred accounts are fully compliant, as well as communicating with the Front Office team, keeping them informed of all progress on transfers and ISA subscriptions. The Asset Transfers Analyst is to work alongside the Transfers Manager on a daily basis, recording, collating and the distribution of any key management information required. The Asset Transfers Analyst will confidently provide support and input into necessary system changes and any Figaro upgrades and patches, ensuring any new or changing Transfers and ISA functionality is properly understood and tested. The Asset Transfers Analyst is to ensure all procedure/policy documents are in place and are periodically reviewed and kept up to date. The Asset Transfers Analyst will work with a team to develop ways to improve processes and procedures as well as any Ad-hoc issue troubleshooting/problem solving. The Candidate Strong Asset transfer experience with a UK Wealth Manager or Stockbroker. Strong ISA experience/knowledge including HMRC returns Good team player but capable of organising own workload. Good communication skills, both written and verbal. A creative and proactive approach to problem solving Strong organisation skills. Self-motivation.
Asset Transfers Analyst , ISA, 6 months FTC employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Asset Transfers Analyst , ISA, 6 months FTC
✨Tip Number 1
Familiarize yourself with the specific asset transfer processes and regulations in the UK, especially those related to ISAs. This knowledge will not only help you stand out but also demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the wealth management sector, particularly those who have experience in asset transfers. Engaging with industry contacts can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your problem-solving skills by preparing examples of how you've improved processes or resolved issues in previous roles. Be ready to discuss these during any interviews to highlight your proactive approach.
✨Tip Number 4
Stay updated on any recent changes in regulations or technology affecting asset transfers and ISAs. Being knowledgeable about current trends will position you as a well-informed candidate who is ready to contribute from day one.
We think you need these skills to ace Asset Transfers Analyst , ISA, 6 months FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in asset transfers and ISA knowledge. Use specific examples from your previous roles that demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that clearly explains why you are interested in the Asset Transfers Analyst position. Mention your strong communication skills and problem-solving abilities, and how they align with the company's needs.
Showcase Teamwork and Independence: In your application, emphasize your ability to work well in a team while also being capable of managing your own workload. Provide examples of how you've successfully collaborated with others and handled tasks independently.
Highlight Compliance Knowledge: Since compliance is crucial for this role, make sure to mention any experience you have with ensuring records are accurate and compliant. Discuss your familiarity with HMRC returns and any relevant policies or procedures you've worked with.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Asset Transfer Experience
Make sure to highlight your previous experience in asset transfers, especially within a UK Wealth Management or Stockbroker environment. Be prepared to discuss specific examples of how you've successfully managed transfers and ensured compliance.
✨Demonstrate Your ISA Knowledge
Since the role requires strong ISA experience, brush up on your knowledge of ISA subscriptions and HMRC returns. Be ready to explain how you have handled ISA-related tasks in the past and any challenges you faced.
✨Emphasize Team Collaboration
This position involves working closely with various teams, so be sure to convey your ability to collaborate effectively. Share examples of how you've worked with different departments, like Settlements and Client Services, to achieve common goals.
✨Prepare for Problem-Solving Scenarios
The role requires a proactive approach to problem-solving. Think of instances where you've identified issues and implemented solutions, particularly in relation to process improvements or system changes. Be ready to discuss these during the interview.
