Asset Transfers Specialist (SIPP/ISA)

Asset Transfers Specialist (SIPP/ISA)

Full-Time 50000 - 60000 Β£ / year (est.) No working from home possible
Seven Investment Management LLP

At a Glance

  • Tasks: Ensure smooth processing of SIPP/ISA/GIA transfers and liaise with stakeholders.
  • Company: Join Seven Investment Management LLP, a leader in financial services.
  • Benefits: Gain valuable experience in finance with potential for career advancement.
  • Other info: Ideal for those pursuing an IOC certificate and looking to grow.
  • Why this job: Be part of a dynamic team making a real difference in asset management.
  • Qualifications: 1-3 years in transitions and strong communication skills required.

The predicted salary is between 50000 - 60000 Β£ per year.

Seven Investment Management LLP is looking for an Administrative Support in the Transitions team to ensure timely processing of SIPP/ISA/GIA transfers. The role involves liaising with various stakeholders, tracking asset transfers, and adhering to operational procedures.

The successful candidate should have 1-3 years of transitions experience, ideally pursuing an IOC certificate, and possess excellent communication and organisation skills.

Asset Transfers Specialist (SIPP/ISA) employer: Seven Investment Management LLP

Seven Investment Management LLP is an excellent employer that fosters a collaborative and innovative work culture, making it an ideal place for a Senior Automation Test Engineer. With a strong focus on employee growth and development, the company offers numerous opportunities for professional advancement while working in the dynamic field of asset management. Located in a vibrant area, employees benefit from a supportive environment that encourages creativity and excellence in automation practices.

Seven Investment Management LLP

Contact Details:

Seven Investment Management LLP Recruitment Team

We think you need these skills to ace Asset Transfers Specialist (SIPP/ISA)

Administrative Support
Transitions Experience
SIPP Knowledge
ISA Knowledge
GIA Knowledge
Stakeholder Liaison
Asset Transfer Tracking