Hiring Now: Administrator - Wealth Management Near You – Apply Today!
Your Next Administrator - Wealth Management Job Starts Here – Apply Now!
Administrator - Wealth Management
Job Posted: 7 hours ago
Salary: £ 28,000 - 32,000 / Annum
Job Type: Permanent
Location: Chelmsford, Essex
Expire in: a month
Job Description
Working on behalf of a leading Wealth Management organisation in Chelmsford, we are recruiting for an organised and detail-oriented individual looking to build a career in Financial Services.
This is an Administrator position; working in their Chelmsford office. You swill support the onboarding of client portfolios across a range of account types including GIAs, ISAs, Pensions and Trusts. Our client is ideally looking for prior experience within a similar environment and will suit someone who is looking to build their career within the industry.
As well as a competitive base salary, depending on experience, our client also offers an attractive, wide-ranging and flexible package of benefits including contributing 10% of an employee's salary to their pension, income protection, gym membership offers, the ability to purchase additional holidays and much more.
Main Responsibilities
Managing the efficient transfer of client portfolios, including tax-wrapped accounts, taxable trading accounts, and own-name funds & OEICS.
Supporting the movement of collectives between trading platforms.
Monitoring and chasing outstanding transfers to ensure completion within agreed SLAs.
Handling incoming transfer queries via the team mailbox - triaging, responding, and assigning as needed.Experience
Strong administrative skills; proficient in Microsoft Excel, Outlook and IT literate.
Prior work experience within a dynamic and professional setting demonstrating strong administrative skills.
Prior experience in Wealth Management or custodial duties is beneficial but not essential.
Familiarity with stock migration and tax-wrapped products is desirable.
Knowledge of ISA rules and APS transfers preferred.
Keen interest in pursuing a career within the financial services industryDesirable:
Understanding of Custody & Transfer In Administration.
Experience using Equisoft Transfer Gateway.
Awareness of CASS rules and anti-money laundering procedures.
Ability to multitask, prioritise workloads, and meet tight deadlines.
Excellent communication skills and a collaborative mindset.
High attention to detail and accuracy is a must.
Please ensure your location is clearly marked on your CV as this can delay shortlisting. We advise that you submit a cover letter to demonstrate your interest in this role. At this stage; we are only accepting applications from those who have full rights to work in the UK without the need for sponsorshipBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Administrator - Wealth Management job near me in Chelmsford, Essex! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).