Wealth Administrator (Transfers / Transitions) Job in London

Wealth Administrator (Transfers / Transitions) Job in London. Apply for the latest London jobs in Accounting/Financial/Insurance.

Wealth Administrator (Transfers / Transitions) Job in London

Job Description
What you'll do

Assist with the Co-ordination and oversight of the external and internal transfer process for ISA's GIA's SIPP's Charities, & OIB's
Establish and maintain good working relationships with all internal and external parties and ensuring that regular meetings are diarised and attended
Ongoing Governance of our ISA products to ensure the relevant rules are being followed and be involved in the annual HMRC reporting schedules.
Support management with ad-hoc projects
Assist with process changes and testing around system enhancements in-line with regulations
Maintaining and monitoring effective internal controls and procedures
Keeping abreast of industry developments and regulations
Provide support for the administration of ISA Plan transfers, providing regular updates/support to the Front Office, Swiss Service Centre and ISA Plan Managers
Provide guidance to the Front Office to ensure the ISA rules are adhered to
Provide support for the administrative tasks relating to OIB's
Provide cover and support to the wider WM Operations team as and when required
Provide cross training within the PM Team

The knowledge, experience and qualifications you need

Relevant experience in asset transfers within wealth management or equivalent environment

An attention to detail coupled with the ability to work under pressure at busy times

Forward thinking, constructive and enthusiastic approach to work

Ability to work unsupervised, meeting deadlines in a high volume environment

Computer literate with a good knowledge of MS Office

The knowledge, experience and qualifications that will help

Investment Operations Certificate qualified or its equivalentRandstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

Job Type: Permanent, Full Time
Location: London
Category: Accounting/Financial/Insurance
City: London
County: London
Country: United Kingdom
Salary: £38000 – £48000/annum
Benefits: