Transfers Officer - Northwich, United Kingdom - Recruit UK

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Verified Company
Northwich, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

Title:
Transfers Officer


Location:
Northwich or Chester


Salary:
£25,000 - £28,000


Reference: 7986


The company:


An industry leading Wealth Management firm is seeking a Transfers Officer to join their friendly Operations team with the choice of either their Northwich or Chester office.

This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs.

With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.


As a Transfer Officer you will, but not limited to:

  • Process and monitor transfers across multiple products and platforms.
  • Deal with transfer issues when required.
  • Internal transfers of holdings arising from changes to client status (eg. receipt of tax documentation, trust distributions, deceased, spouse to spouse transfers etc.)
  • Update and maintain back officesystems.
  • Work closely with the Fund Managers, market counterparties, Operation teams
  • Previous experience within operational processes in Wealth Management/ Asset Management would be highly advantageous.
  • Experience with Crest Gui
  • Knowledge on securities
  • Good communication
  • Selfmotivation to learn and grow.
  • Ability to multitask, work quickly and accurately.
  • Adaptable
  • IT literate

Benefits:


  • 25 days holiday (option to buy more)
  • Life Assurance (x4 salary)
  • Discretionary bonus
  • Juicy company pension scheme (10% contribution)
  • Private health insurance
  • Employee Wellbeing Assistance programme
  • Season Ticket Loan
  • Share incentive scheme.
  • Access to financial advice

Job Types:
Full-time, Fixed term contract

Contract length: 12 months


Salary:
£25,000.00-£28,000.00 per year


Benefits:


  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Performance bonus

Work Location:
Hybrid remote in Northwich, CW9 7TN

Reference ID: 7986
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