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Administrator
Job Posted: 14 hours ago
Salary: £ 31,396 - 31,396 / Annum
Job Type: Permanent
Location: NE15, Lemington, Newcastle upon Tyne
Expire in: a month
Job Description
BMC Recruitment Group are currently recruiting for a Investment/Financial Services Administrator (ISA/GIA Transfers) to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.
Key Benefits they offer:
* Salary remuneration of £31,396 inclusive of a monthly bonus.
* Full-time permanent position
* Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
* Free on-site parking
* Hybrid Working – There will be some hybrid working to this role once training is completed
* 33 days annual leave, including bank holidays (increases with length of service)
* Enhanced Maternity, paternity and adoption leave
* Company pension contribution (increases with length of service)
* Financial Services Academy – Allowing employees to develop their career within the wealth management sector
* Company/team events throughout the year
Your Duties & Responsibilities include:
* Ultimately responsible for processing and completing ISA/GIA transfer in and out requests submitted by clients/advisers in line with SLA.
* Managing correspondence from clients/advisers with regards ISA/GIA transfer requests made and ensuring that related tasks are completed without incidents/errors.
* Take ownership of transfers queries, liaising with colleagues as appropriate to ensure accurate and timely resolutions are provided to clients.
* To ensure ISA/GIA transfers processing queries are completed swiftly and accurately in line with SLA as prescribed by your team leader.
* Perform various platform/pension administration tasks relating to transfers in accordance with set standards.
* Update relevant platform/pension administration databases and systems correctly in line with process guides.
* Managing queries resulting from inflight or completed ISA/GIA transfer processing, liaising with colleagues as required to ensure queries are responded to within SLA.
You will need:
* Pro-active attitude
* Strong attention to detail
* Strong problem-solving and decision-making skills.
* Strong organisational and time management skills.
* Knowledge of MS Office products, such as Excel and WordBefore You Apply
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